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Old North State Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Old North State Wealth 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 		$403K Sell
1,312
-400
-23% -$115K 0.17% 87
2026
Q1 		$442K Sell
1,712
-34
-2% -$9.33K 0.2% 80
2025
Q4 		$488K Sell
1,746
-14
-0.8% -$4.01K 0.23% 75
2025
Q3 		$518K Sell
1,760
-103
-6% -$29.7K 0.24% 73
2025
Q2 		$531K Buy
1,863
+194
+12% +$50K 0.28% 70
2025
Q1 		$410K Buy
1,669
+345
+26% +$89.7K 0.23% 76
2024
Q4 		$337K Buy
1,324
+69
+5% +$17.8K 0.19% 82
2024
Q3 		$306K Buy
+1,255
New +$292K 0.17% 84

Other funds holding VOT

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Old North State Wealth Management's VOT Position: Q2 2026 in Review

Old North State Wealth Management reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 23% in Q2 2026, selling an estimated $115K and leaving 1,312 shares worth $403K. The position accounts for 0.17% of the portfolio, ranked #87.

Old North State Wealth Management first reported a position in VOT in Q3 2024 and has held it in 8 quarters since. The position peaked at $531K in Q2 2025. 233 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Old North State Wealth Management held 1,312 shares of Vanguard Mid-Cap Growth ETF worth $403K as of Q2 2026.
  • Old North State Wealth Management sold 400 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $115K.
  • Vanguard Mid-Cap Growth ETF made up 0.17% of Old North State Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Old North State Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • Old North State Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $531K in Q2 2025.
  • 233 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.