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Johnson Dunn Capital Advisors Inc’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Johnson Dunn Capital 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 		$242K Buy
+830
New +$249K 0.17% 143

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UBS Group
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PNC Financial Services Group
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Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Johnson Dunn Capital Advisors Inc's VOT Position: Q3 2026 in Review

Johnson Dunn Capital Advisors Inc opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2026: 830 shares worth $242K. The stake represents 0.17% of the portfolio and ranks #143 among its holdings.

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

  • Johnson Dunn Capital Advisors Inc held 830 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $242K as of Q3 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new Johnson Dunn Capital Advisors Inc position in Q3 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.17% of Johnson Dunn Capital Advisors Inc's portfolio in Q3 2026, its #143 holding.
  • 891 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Johnson Dunn Capital Advisors Inc's 13F filing for Q3 2026, filed 12 Nov 2026.