Next Level Wealth Planning’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Next Level 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	$43.8K	Buy	+150	New	+$44.9K	0.02%	183

Other funds holding VOT

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 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

Next Level Wealth Planning's VOT Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2026: 150 shares worth $43.8K. The stake represents 0.02% of the portfolio and ranks #183 among its holdings.

694 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Next Level Wealth Planning held 150 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $43.8K as of Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF was a new Next Level Wealth Planning position in Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Next Level Wealth Planning's portfolio in Q3 2026, its #183 holding.
694 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.