Members Wealth’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Members Wealth’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.17M	Sell	3,883 -44	-1%	-$13.2K	0.58%	35
2026 Q2	$1.2M	Sell	3,927 -311	-7%	-$89.7K	0.66%	33
2026 Q1	$1.2M	Buy	4,238 +28	+0.7%	+$7.68K	0.72%	30
2025 Q4	$1.19M	Sell	4,210 -526	-11%	-$151K	0.75%	28
2025 Q3	$1.39M	Buy	+4,736	New	+$1.37M	0.88%	29
2025 Q1	$1.2M	Buy	4,908 +285	+6%	+$74.1K	0.91%	27
2024 Q4	$1.27M	Buy	+4,623	New	+$1.19M	0.95%	28
2024 Q2	$1.41M	Buy	+4,953	New	+$1.14M	0.95%	27

Other funds holding VOT

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Members Wealth's VOT Position: Q3 2026 in Review

Members Wealth reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.1% in Q3 2026, selling an estimated $13.2K and leaving 3,883 shares worth $1.17M. The position accounts for 0.58% of the portfolio, ranked #35.

Members Wealth first reported a position in VOT in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.41M in Q2 2024. 500 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Members Wealth held 3,883 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.17M as of Q3 2026.
Members Wealth sold 44 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $13.2K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.58% of Members Wealth's portfolio in Q3 2026, its #35 holding.
Members Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
Members Wealth's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.41M in Q2 2024.
500 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.