FAI Advisors, Inc.’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

FAI Advisors, Inc.’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	$245K	Hold	839	–	–	0.1%	154
2026 Q2	$257K	Hold	839	–	–	0.1%	148
2026 Q1	$216K	Hold	839	–	–	0.1%	156
2025 Q4	$234K	Hold	839	–	–	0.1%	146
2025 Q3	$246K	Hold	839	–	–	0.11%	145
2025 Q2	$239K	Sell	839 -69	-8%	-$17.8K	0.12%	140
2025 Q1	$222K	Sell	908 -672	-43%	-$175K	0.12%	139
2024 Q4	$401K	Buy	+1,580	New	+$407K	0.18%	91

Other funds holding VOT

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

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

Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

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

FAI Advisors, Inc.'s VOT Position: Q3 2026 in Review

FAI Advisors, Inc. held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 839 shares worth $245K. The position accounts for 0.1% of the portfolio, ranked #154.

FAI Advisors, Inc. first reported a position in VOT in Q4 2024 and has held it in 8 quarters since. The position peaked at $401K in Q4 2024. 420 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

FAI Advisors, Inc. held 839 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $245K as of Q3 2026.
FAI Advisors, Inc. left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.1% of FAI Advisors, Inc.'s portfolio in Q3 2026, its #154 holding.
FAI Advisors, Inc. first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
FAI Advisors, Inc.'s Vanguard Morningstar Mid-Cap Growth ETF position peaked at $401K in Q4 2024.
420 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on FAI Advisors, Inc.'s 13F filing for Q3 2026, filed 27 Oct 2026.