15 Wealth Advisors LLC’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

15 Wealth Advisors LLC’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	$821K	Buy	+2,813	New	+$843K	0.21%	52

Other funds holding VOT

SGAM

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

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

15 Wealth Advisors LLC's VOT Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2026: 2,813 shares worth $821K. The stake represents 0.21% of the portfolio and ranks #52 among its holdings.

139 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

15 Wealth Advisors LLC held 2,813 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $821K as of Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF was a new 15 Wealth Advisors LLC position in Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.21% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #52 holding.
139 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.