NWF Advisory Services’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

NWF Advisory Services’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	$273K	Sell	933 -122	-12%	-$36.5K	0.03%	325
2026 Q2	$323K	Sell	1,055 -101	-9%	-$29.1K	0.03%	298
2026 Q1	$297K	Buy	1,156 +16	+1%	+$4.39K	0.03%	294
2025 Q4	$318K	Sell	1,140 -144	-11%	-$41.2K	0.04%	275
2025 Q3	$377K	Buy	1,284 +139	+12%	+$40.1K	0.04%	247
2025 Q2	$326K	Buy	+1,145	New	+$295K	0.04%	271

Other funds holding VOT

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

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 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

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NWF Advisory Services's VOT Position: Q3 2026 in Review

NWF Advisory Services reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 12% in Q3 2026, selling an estimated $36.5K and leaving 933 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #325.

NWF Advisory Services first reported a position in VOT in Q2 2025 and has held it in 6 quarters since. The position peaked at $377K in Q3 2025. 344 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

NWF Advisory Services held 933 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $273K as of Q3 2026.
NWF Advisory Services sold 122 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $36.5K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of NWF Advisory Services's portfolio in Q3 2026, its #325 holding.
NWF Advisory Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 6 quarters since.
NWF Advisory Services's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $377K in Q3 2025.
344 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.