Olistico Wealth’s Vanguard 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 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

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

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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

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

Olistico Wealth's VOT Position: Q2 2026 in Review

Olistico Wealth held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 475 shares worth $145K. The position accounts for 0.06% of the portfolio, ranked #113.

Olistico Wealth first reported a position in VOT in Q2 2024 and has held it in 8 quarters since. 200 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Olistico Wealth held 475 shares of Vanguard Mid-Cap Growth ETF worth $145K as of Q2 2026.
Olistico Wealth left its Vanguard Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Mid-Cap Growth ETF made up 0.06% of Olistico Wealth's portfolio in Q2 2026, its #113 holding.
Olistico Wealth first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
200 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.