Noble Wealth Management PBC’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Noble Wealth Management PBC’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	$380K	Hold	1,300	–	–	0.17%	118
2026 Q2	$398K	Sell	1,300 -75	-5%	-$21.6K	0.18%	115
2026 Q1	$354K	Hold	1,375	–	–	0.18%	110
2025 Q4	$384K	Hold	1,375	–	–	0.19%	101
2025 Q3	$404K	Buy	+1,375	New	+$397K	0.22%	96
2025 Q1	$336K	Sell	1,375 -83	-6%	-$21.6K	0.23%	103
2024 Q4	$370K	Buy	+1,458	New	+$375K	0.26%	92

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

Noble Wealth Management PBC's VOT Position: Q3 2026 in Review

Noble Wealth Management PBC held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 1,300 shares worth $380K. The position accounts for 0.17% of the portfolio, ranked #118.

Noble Wealth Management PBC first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $404K in Q3 2025. 48 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Noble Wealth Management PBC held 1,300 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $380K as of Q3 2026.
Noble Wealth Management PBC left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.17% of Noble Wealth Management PBC's portfolio in Q3 2026, its #118 holding.
Noble Wealth Management PBC first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Noble Wealth Management PBC's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $404K in Q3 2025.
48 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.