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Moller Wealth Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Moller Wealth Partners’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 		– Sell
-1,232
Closed -$317K – 79
2026
Q1 		$317K Sell
1,232
-250
-17% -$68.6K 0.06% 55
2025
Q4 		$414K Sell
1,482
-1,794
-55% -$513K 0.09% 47
2025
Q3 		$963K Sell
3,276
-60
-2% -$17.3K 0.2% 38
2025
Q2 		$949K Sell
3,336
-70
-2% -$18K 0.21% 35
2025
Q1 		$833K Buy
3,406
+1,526
+81% +$397K 0.21% 37
2024
Q4 		$477K Buy
+1,880
New +$484K 0.13% 43

Other funds holding VOT

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Moller Wealth Partners's VOT Position: Q2 2026 in Review

Moller Wealth Partners sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2026, closing a stake of 1,232 shares — an estimated $317K sold.

Moller Wealth Partners first reported a position in VOT in Q4 2024 and held it in 6 quarters. The position peaked at $963K in Q3 2025. 441 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Moller Wealth Partners reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Moller Wealth Partners sold 1,232 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $317K.
  • Moller Wealth Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2024 and held it in 6 quarters.
  • Moller Wealth Partners's Vanguard Mid-Cap Growth ETF position peaked at $963K in Q3 2025.
  • 441 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.