OWM
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Orgel Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Orgel 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 		$66.3M Sell
216,318
-2,763
-1% -$797K 1.26% 20
2026
Q1 		$56.4M Buy
219,081
+3,836
+2% +$1.05M 1.21% 21
2025
Q4 		$60.1M Sell
215,245
-4,208
-2% -$1.2M 1.33% 21
2025
Q3 		$64.5M Sell
219,453
-1,657
-0.7% -$478K 1.47% 20
2025
Q2 		$62.9M Buy
221,110
+13,116
+6% +$3.38M 1.52% 19
2025
Q1 		$50.9M Sell
207,994
-6,629
-3% -$1.72M 1.32% 20
2024
Q4 		$54.5M Sell
214,623
-9,169
-4% -$2.36M 1.42% 19
2024
Q3 		$54.5M Sell
223,792
-225,167
-50% -$52.4M 1.36% 20
2024
Q2 		$103M Buy
448,959
+31,584
+8% +$7.24M 2.78% 15
2024
Q1 		$98.4M Buy
417,375
+64,401
+18% +$14.4M 2.7% 15
2023
Q4 		$77.5M Buy
352,974
+45,736
+15% +$9.14M 2.29% 15
2023
Q3 		$59.8M Buy
307,238
+5,606
+2% +$1.14M 2.02% 14
2023
Q2 		$62.1M Buy
301,632
+14,264
+5% +$2.76M 2.05% 14
2023
Q1 		$56M Buy
287,368
+11,068
+4% +$2.12M 2% 14
2022
Q4 		$49.7M Buy
276,300
+13,858
+5% +$2.51M 1.91% 14
2022
Q3 		$44.8M Buy
262,442
+91,790
+54% +$17.4M 2.21% 11
2022
Q2 		$29.9M Buy
170,652
+6,502
+4% +$1.26M 1.69% 12
2022
Q1 		$36.6M Buy
164,150
+46,677
+40% +$10.3M 2.51% 8
2021
Q4 		$29.9M Buy
117,473
+20,569
+21% +$5.18M 2.89% 8
2021
Q3 		$22.9M Buy
96,904
+2,087
+2% +$505K 2.6% 7
2021
Q2 		$22.4M Buy
94,817
+5,356
+6% +$1.2M 2.81% 8
2021
Q1 		$19.2M Buy
89,461
+4,182
+5% +$907K 2.72% 9
2020
Q4 		$18.1M Buy
85,279
+14,194
+20% +$2.8M 3.71% 7
2020
Q3 		$12.8M Buy
71,085
+3,744
+6% +$660K 3.57% 6
2020
Q2 		$11.1M Buy
67,341
+12,898
+24% +$1.95M 4.19% 6
2020
Q1 		$6.9M Buy
54,443
+22,853
+72% +$3.47M 2.73% 8
2019
Q4 		$5.02M Buy
31,590
+9,919
+46% +$1.51M 1.38% 14
2019
Q3 		$3.21M Buy
21,671
+901
+4% +$135K 1.21% 12
2019
Q2 		$3.1M Buy
20,770
+876
+4% +$128K 1.21% 10
2019
Q1 		$2.84M Buy
19,894
+1,715
+9% +$231K 0.96% 11
2018
Q4 		$2.18M Buy
18,179
+7,804
+75% +$1M 0.66% 15
2018
Q3 		$1.48M Buy
10,375
+895
+9% +$125K 0.65% 13
2018
Q2 		$1.27M Buy
9,480
+1,149
+14% +$153K 0.31% 13
2018
Q1 		$1.08M Buy
8,331
+2,532
+44% +$333K 0.27% 14
2017
Q4 		$741K Buy
+5,799
New +$727K 0.18% 19

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

Orgel Wealth Management's VOT Position: Q2 2026 in Review

Orgel Wealth Management reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 1.3% in Q2 2026, selling an estimated $797K and leaving 216,318 shares worth $66.3M. The position accounts for 1.26% of the portfolio, ranked #20.

Orgel Wealth Management first reported a position in VOT in Q4 2017 and has held it in 35 quarters since. The position peaked at $103M in Q2 2024. 200 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Orgel Wealth Management held 216,318 shares of Vanguard Mid-Cap Growth ETF worth $66.3M as of Q2 2026.
  • Orgel Wealth Management sold 2,763 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $797K.
  • Vanguard Mid-Cap Growth ETF made up 1.26% of Orgel Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Orgel Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2017 and has held it in 35 quarters since.
  • Orgel Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $103M in Q2 2024.
  • 200 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

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