Olistico Wealth’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Olistico Wealth’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	$139K	Hold	475	–	–	0.06%	114
2026 Q2	$145K	Hold	475	–	–	0.06%	113
2026 Q1	$122K	Hold	475	–	–	0.06%	117
2025 Q4	$133K	Buy	+475	New	+$136K	0.06%	109
2025 Q3	–	Sell	-475	Closed	-$135K	–	335
2025 Q2	$135K	Hold	475	–	–	0.08%	114
2025 Q1	$116K	Hold	475	–	–	0.07%	117
2024 Q4	$121K	Hold	475	–	–	0.07%	119
2024 Q3	$116K	Hold	475	–	–	0.07%	120
2024 Q2	$109K	Buy	+475	New	+$109K	0.07%	123

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

Olistico Wealth's VOT Position: Q3 2026 in Review

Olistico Wealth held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 475 shares worth $139K. The position accounts for 0.06% of the portfolio, ranked #114.

Olistico Wealth first reported a position in VOT in Q2 2024 and has held it in 9 quarters since. The position peaked at $145K in Q2 2026. 344 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Olistico Wealth held 475 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $139K as of Q3 2026.
Olistico Wealth left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.06% of Olistico Wealth's portfolio in Q3 2026, its #114 holding.
Olistico Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
Olistico Wealth's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $145K in Q2 2026.
344 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.