Paladin Advisory Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Paladin Advisory Group’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	$17.5K	Hold	57	–	–	0.01%	196
2026 Q1	$14.7K	Hold	57	–	–	0.01%	196
2025 Q4	$15.9K	Hold	57	–	–	0.01%	195
2025 Q3	$16.7K	Hold	57	–	–	0.01%	185
2025 Q2	$16.2K	Hold	57	–	–	0.01%	184
2025 Q1	$13.9K	Hold	57	–	–	0.01%	190
2024 Q4	$14.5K	Hold	57	–	–	0.01%	194
2024 Q3	$13.9K	Hold	57	–	–	0.01%	193
2024 Q2	$13K	Hold	57	–	–	0.01%	185
2024 Q1	$13.4K	Hold	57	–	–	0.01%	184
2023 Q4	$12.5K	Hold	57	–	–	0.01%	191
2023 Q3	$11.1K	Hold	57	–	–	0.01%	209
2023 Q2	$11.7K	Hold	57	–	–	0.01%	212
2023 Q1	$11.1K	Buy	+57	New	+$10.9K	0.01%	214
2022 Q2	–	Sell	-239	Closed	-$46.3K	–	520
2022 Q1	$53K	Buy	+239	New	+$52.8K	0.04%	167

Other funds holding VOT

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Paladin Advisory Group's VOT Position: Q2 2026 in Review

Paladin Advisory Group held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 57 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #196.

Paladin Advisory Group first reported a position in VOT in Q1 2022 and has held it in 15 quarters since. The position peaked at $53K in Q1 2022. 529 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Paladin Advisory Group held 57 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $17.5K as of Q2 2026.
Paladin Advisory Group left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Paladin Advisory Group's portfolio in Q2 2026, its #196 holding.
Paladin Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $53K in Q1 2022.
529 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.