Royal Fund Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Royal Fund 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 Q2	$1.36M	Buy	+4,448	New	+$1.28M	0.11%	171
2026 Q1	–	Sell	-4,701	Closed	-$1.32M	–	335
2025 Q4	$1.32M	Buy	4,701 +250	+6%	+$71.5K	0.12%	164
2025 Q3	$1.32M	Sell	4,451 -831	-16%	-$240K	0.16%	142
2025 Q2	$1.51M	Sell	5,282 -308	-6%	-$79.4K	0.15%	162
2025 Q1	$1.38M	Sell	5,590 -374	-6%	-$97.2K	0.15%	169
2024 Q4	$1.53M	Sell	5,964 -6,660	-53%	-$1.71M	0.14%	149
2024 Q3	$3.1M	Buy	12,624 +5,957	+89%	+$1.39M	0.19%	128
2024 Q2	$1.54M	Sell	6,667 -3,860	-37%	-$885K	0.13%	151
2024 Q1	$2.49M	Sell	10,527 -417	-4%	-$93.4K	0.24%	118
2023 Q4	$2.41M	Sell	10,944 -587	-5%	-$117K	0.27%	110
2023 Q3	$2.25M	Sell	11,531 -716	-6%	-$146K	0.3%	104
2023 Q2	$2.52M	Sell	12,247 -695	-5%	-$135K	0.31%	94
2023 Q1	$2.52M	Sell	12,942 -1,856	-13%	-$355K	0.36%	91
2022 Q4	$2.66M	Sell	14,798 -847	-5%	-$153K	0.42%	84
2022 Q3	$2.67M	Sell	15,645 -994	-6%	-$188K	0.48%	79
2022 Q2	$2.92M	Sell	16,639 -748	-4%	-$145K	0.48%	78
2022 Q1	$3.87M	Sell	17,387 -141	-0.8%	-$31.1K	0.56%	62
2021 Q4	$4.46M	Buy	17,528 +235	+1%	+$59.2K	0.64%	57
2021 Q3	$4.09M	Buy	17,293 +445	+3%	+$108K	0.6%	61
2021 Q2	$3.98M	Buy	16,848 +1,886	+13%	+$423K	0.66%	60
2021 Q1	$3.21M	Buy	14,962 +1,826	+14%	+$396K	0.59%	66
2020 Q4	$2.79M	Buy	13,136 +2,294	+21%	+$452K	0.59%	67
2020 Q3	$1.95M	Buy	10,842 +4,468	+70%	+$788K	0.5%	68
2020 Q2	$1.05M	Buy	6,374 +1,690	+36%	+$256K	0.37%	68
2020 Q1	$593K	Sell	4,684 -4,114	-47%	-$625K	0.24%	75
2019 Q4	$1.4M	Buy	8,798 +3,667	+71%	+$559K	0.36%	62
2019 Q3	$759K	Buy	5,131 +1,546	+43%	+$232K	0.21%	71
2019 Q2	$535K	Buy	3,585 +920	+35%	+$134K	0.16%	72
2019 Q1	$380K	Buy	2,665 +1,292	+94%	+$174K	0.12%	86
2018 Q4	$164K	Buy	+1,373	New	+$176K	0.07%	115
2018 Q1	–	Sell	-45	Closed	-$5K	–	719
2017 Q4	$5K	Buy	+45	New	+$5.64K	﹤0.01%	509

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

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Royal Fund Management's VOT Position: Q2 2026 in Review

Royal Fund Management opened a new position in Vanguard Mid-Cap Growth ETF (VOT) in Q2 2026: 4,448 shares worth $1.36M. The stake represents 0.11% of the portfolio and ranks #171 among its holdings. This is a return to the name: Royal Fund Management previously reported a position in VOT as recently as Q4 2025.

Royal Fund Management first reported a position in VOT in Q4 2017 and has held it in 31 quarters since. The position peaked at $4.46M in Q4 2021. 228 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Royal Fund Management held 4,448 shares of Vanguard Mid-Cap Growth ETF worth $1.36M as of Q2 2026.
Vanguard Mid-Cap Growth ETF was a new Royal Fund Management position in Q2 2026.
Vanguard Mid-Cap Growth ETF made up 0.11% of Royal Fund Management's portfolio in Q2 2026, its #171 holding.
Royal Fund Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2017 and has held it in 31 quarters since.
Royal Fund Management's Vanguard Mid-Cap Growth ETF position peaked at $4.46M in Q4 2021.
228 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.