RFA
VOT icon

RTD Financial Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

RTD Financial Advisors’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 		$11.2M Sell
36,547
-381
-1% -$110K 1.22% 27
2026
Q1 		$9.5M Buy
36,928
+1,796
+5% +$493K 1.17% 31
2025
Q4 		$9.81M Sell
35,132
-1,138
-3% -$326K 1.2% 30
2025
Q3 		$10.7M Sell
36,270
-788
-2% -$227K 1.28% 25
2025
Q2 		$10.5M Buy
37,058
+7,221
+24% +$1.86M 1.35% 25
2025
Q1 		$7.3M Buy
29,837
+6,676
+29% +$1.74M 0.98% 33
2024
Q4 		$5.88M Sell
23,161
-170
-0.7% -$43.8K 0.75% 35
2024
Q3 		$5.68M Sell
23,331
-342
-1% -$79.6K 0.72% 36
2024
Q2 		$5.43M Sell
23,673
-181
-0.8% -$41.5K 0.73% 36
2024
Q1 		$5.62M Sell
23,854
-168
-0.7% -$37.6K 0.76% 35
2023
Q4 		$5.27M Buy
24,022
+488
+2% +$97.6K 0.74% 36
2023
Q3 		$4.58M Sell
23,534
-277
-1% -$56.6K 0.7% 37
2023
Q2 		$4.9M Sell
23,811
-906
-4% -$176K 0.71% 37
2023
Q1 		$4.82M Sell
24,717
-546
-2% -$105K 0.75% 36
2022
Q4 		$4.54M Buy
25,263
+541
+2% +$98K 0.74% 35
2022
Q3 		$4.22M Sell
24,722
-696
-3% -$132K 0.78% 35
2022
Q2 		$4.46M Buy
25,418
+582
+2% +$113K 0.68% 39
2022
Q1 		$5.53M Buy
24,836
+7,192
+41% +$1.59M 0.75% 36
2021
Q4 		$4.49M Buy
+17,644
New +$4.45M 0.59% 38

Other funds holding VOT

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

RTD Financial Advisors's VOT Position: Q2 2026 in Review

RTD Financial Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1% in Q2 2026, selling an estimated $110K and leaving 36,547 shares worth $11.2M. The position accounts for 1.22% of the portfolio, ranked #27.

RTD Financial Advisors first reported a position in VOT in Q4 2021 and has held it in 19 quarters since. 486 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • RTD Financial Advisors held 36,547 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $11.2M as of Q2 2026.
  • RTD Financial Advisors sold 381 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $110K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 1.22% of RTD Financial Advisors's portfolio in Q2 2026, its #27 holding.
  • RTD Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 486 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.