MJT & Associates Financial Advisory’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

MJT & Associates Financial Advisory’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	$1.76M	Hold	6,040	–	–	1.14%	11
2026 Q2	$1.85M	Sell	6,040 -18	-0.3%	-$5.19K	1.22%	11
2026 Q1	$1.56M	Sell	6,058 -294	-5%	-$80.7K	1.14%	12
2025 Q4	$1.77M	Hold	6,352	–	–	1.32%	11
2025 Q3	$1.87M	Sell	6,352 -8	-0.1%	-$2.31K	1.52%	10
2025 Q2	$1.81M	Sell	6,360 -7	-0.1%	-$1.8K	2.24%	6
2025 Q1	$1.56M	Buy	+6,367	New	+$1.66M	1.5%	11

Other funds holding VOT

EFG

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

FFA

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

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

GFA

Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

MJT & Associates Financial Advisory's VOT Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 6,040 shares worth $1.76M. The position accounts for 1.14% of the portfolio, ranked #11.

MJT & Associates Financial Advisory first reported a position in VOT in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.87M in Q3 2025. 48 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

MJT & Associates Financial Advisory held 6,040 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.76M as of Q3 2026.
MJT & Associates Financial Advisory left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 1.14% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #11 holding.
MJT & Associates Financial Advisory first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2025 and has held it in 7 quarters since.
MJT & Associates Financial Advisory's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.87M in Q3 2025.
48 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.