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VOT icon

Roxbury Financial’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Roxbury Financial’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 		$33.7K Hold
110
– – 0.03% 229
2026
Q1 		$28.3K Hold
110
– – 0.03% 230
2025
Q4 		$30.7K Hold
110
– – 0.03% 223
2025
Q3 		$32.3K Hold
110
– – 0.03% 214
2025
Q2 		$31.3K Hold
110
– – 0.03% 210
2025
Q1 		$28.6K Hold
110
– – 0.03% 212
2024
Q4 		$29.8K Buy
+110
New +$28.3K 0.03% 210

Other funds holding VOT

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 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
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Roxbury Financial's VOT Position: Q2 2026 in Review

Roxbury Financial held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 110 shares worth $33.7K. The position accounts for 0.03% of the portfolio, ranked #229.

Roxbury Financial first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. 362 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Roxbury Financial held 110 shares of Vanguard Mid-Cap Growth ETF worth $33.7K as of Q2 2026.
  • Roxbury Financial left its Vanguard Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Mid-Cap Growth ETF made up 0.03% of Roxbury Financial's portfolio in Q2 2026, its #229 holding.
  • Roxbury Financial first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 362 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.