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 Q3	$16.6K	Hold	57	–	–	0.01%	197
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 $59.5B AUM 15.92% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Paladin Advisory Group's VOT Position: Q3 2026 in Review

Paladin Advisory Group held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 57 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #197.

Paladin Advisory Group first reported a position in VOT in Q1 2022 and has held it in 16 quarters since. The position peaked at $53K in Q1 2022. 891 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Paladin Advisory Group held 57 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $16.6K as of Q3 2026.
Paladin Advisory Group left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Paladin Advisory Group's portfolio in Q3 2026, its #197 holding.
Paladin Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2022 and has held it in 16 quarters since.
Paladin Advisory Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $53K in Q1 2022.
891 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Paladin Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.