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MJT & Associates Financial Advisory’s Vanguard 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
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

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
PPW
Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return

MJT & Associates Financial Advisory's VOT Position: Q2 2026 in Review

MJT & Associates Financial Advisory reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.3% in Q2 2026, selling an estimated $5.19K and leaving 6,040 shares worth $1.85M. The position accounts for 1.22% of the portfolio, ranked #11.

MJT & Associates Financial Advisory first reported a position in VOT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.87M in Q3 2025. 331 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • MJT & Associates Financial Advisory held 6,040 shares of Vanguard Mid-Cap Growth ETF worth $1.85M as of Q2 2026.
  • MJT & Associates Financial Advisory sold 18 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $5.19K.
  • Vanguard Mid-Cap Growth ETF made up 1.22% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #11 holding.
  • MJT & Associates Financial Advisory first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's Vanguard Mid-Cap Growth ETF position peaked at $1.87M in Q3 2025.
  • 331 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.