Phillips Financial Management
VOT icon

Phillips Financial Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Phillips Financial 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
Q3 		$27.8K Hold
95
– – ﹤0.01% 253
2026
Q2 		$29.1K Hold
95
– – ﹤0.01% 257
2026
Q1 		$24.4K Hold
95
– – ﹤0.01% 258
2025
Q4 		$26.5K Hold
95
– – ﹤0.01% 268
2025
Q3 		$27.9K Buy
+95
New +$27.4K ﹤0.01% 270

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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Phillips Financial Management's VOT Position: Q3 2026 in Review

Phillips Financial Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 95 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Phillips Financial Management first reported a position in VOT in Q3 2025 and has held it in 5 quarters since. The position peaked at $29.1K in Q2 2026. 891 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Phillips Financial Management held 95 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $27.8K as of Q3 2026.
  • Phillips Financial Management 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 Phillips Financial Management's portfolio in Q3 2026, its #253 holding.
  • Phillips Financial Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • Phillips Financial Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $29.1K in Q2 2026.
  • 891 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.