Ocean Park Asset Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Ocean Park Asset Management’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	$696K	Buy	+2,272	New	+$655K	0.03%	73
2026 Q1	–	Sell	-37,660	Closed	-$10.5M	–	94
2025 Q4	$10.5M	Sell	37,660 -60,007	-61%	-$17.2M	0.49%	33
2025 Q3	$28.7M	Buy	+97,667	New	+$28.2M	1.18%	19
2025 Q1	–	Sell	-111,398	Closed	-$28.3M	–	99
2024 Q4	$28.3M	Buy	111,398 +108,685	+4,006%	+$28M	0.96%	17
2024 Q3	$661K	Buy	2,713 +324	+14%	+$75.5K	0.03%	60
2024 Q2	$548K	Hold	2,389	–	–	0.03%	68
2024 Q1	$563K	Buy	2,389 +655	+38%	+$147K	0.03%	59
2023 Q4	$381K	Buy	+1,734	New	+$347K	0.02%	63

Other funds holding VOT

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return