Meriwether Wealth & Planning’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Meriwether Wealth & Planning’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	$71.6K	Buy	+245	New	+$73.4K	0.03%	221
2025 Q4	–	Sell	-1,231	Closed	-$362K	–	134
2025 Q3	$362K	Hold	1,231	–	–	0.21%	77
2025 Q2	$350K	Hold	1,231	–	–	0.22%	78
2025 Q1	$301K	Hold	1,231	–	–	0.2%	86
2024 Q4	$312K	Buy	+1,231	New	+$317K	0.22%	83

Other funds holding VOT

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

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 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

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Meriwether Wealth & Planning's VOT Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2026: 245 shares worth $71.6K. The stake represents 0.03% of the portfolio and ranks #221 among its holdings. This is a return to the name: Meriwether Wealth & Planning previously reported a position in VOT as recently as Q3 2025.

Meriwether Wealth & Planning first reported a position in VOT in Q4 2024 and has held it in 5 quarters since. The position peaked at $362K in Q3 2025. 344 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Meriwether Wealth & Planning held 245 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $71.6K as of Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF was a new Meriwether Wealth & Planning position in Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #221 holding.
Meriwether Wealth & Planning first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 5 quarters since.
Meriwether Wealth & Planning's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $362K in Q3 2025.
344 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.