NVWM LLC’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

NVWM LLC’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	$4.38K	Hold	15	–	–	﹤0.01%	447
2026 Q2	$4.6K	Hold	15	–	–	﹤0.01%	374
2026 Q1	$3.86K	Hold	15	–	–	﹤0.01%	372
2025 Q4	$4.19K	Hold	15	–	–	﹤0.01%	372
2025 Q3	$4.41K	Hold	15	–	–	﹤0.01%	355
2025 Q2	$4.27K	Hold	15	–	–	﹤0.01%	352
2025 Q1	$3.67K	Hold	15	–	–	﹤0.01%	340
2024 Q4	$3.81K	Hold	15	–	–	﹤0.01%	334
2024 Q3	$3.65K	Hold	15	–	–	﹤0.01%	338
2024 Q2	$3.45K	Hold	15	–	–	﹤0.01%	334
2024 Q1	$3.54K	Hold	15	–	–	﹤0.01%	330
2023 Q4	$3.29K	Hold	15	–	–	﹤0.01%	345
2023 Q3	$2.92K	Hold	15	–	–	﹤0.01%	367
2023 Q2	$3.09K	Hold	15	–	–	﹤0.01%	389
2023 Q1	$2.92K	Hold	15	–	–	﹤0.01%	380
2022 Q4	$2.7K	Hold	15	–	–	﹤0.01%	368
2022 Q3	$3K	Hold	15	–	–	﹤0.01%	384
2022 Q2	$3K	Hold	15	–	–	﹤0.01%	404
2022 Q1	$3K	Sell	15 -167	-92%	-$36.9K	﹤0.01%	477
2021 Q4	$46K	Sell	182 -176	-49%	-$44.4K	0.01%	277
2021 Q3	$85K	Buy	+358	New	+$86.7K	0.03%	224
2018 Q4	–	Sell	-46	Closed	-$7K	–	383
2018 Q3	$7K	Hold	46	–	–	﹤0.01%	272
2018 Q2	$6K	Hold	46	–	–	﹤0.01%	285
2018 Q1	$6K	Hold	46	–	–	﹤0.01%	287
2017 Q4	$6K	Buy	+46	New	+$5.77K	﹤0.01%	264

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

NVWM LLC's VOT Position: Q3 2026 in Review

NVWM LLC held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 15 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

NVWM LLC first reported a position in VOT in Q4 2017 and has held it in 25 quarters since. The position peaked at $85K in Q3 2021. 700 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

NVWM LLC held 15 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $4.38K as of Q3 2026.
NVWM LLC left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of NVWM LLC's portfolio in Q3 2026, its #447 holding.
NVWM LLC first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2017 and has held it in 25 quarters since.
NVWM LLC's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $85K in Q3 2021.
700 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on NVWM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.