Salomon & Ludwin
VOT icon

Salomon & Ludwin’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Salomon & Ludwin’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 		$3.5K Hold
12
– – ﹤0.01% 1536
2026
Q2 		$3.65K Hold
12
– – ﹤0.01% 1888
2026
Q1 		$3.14K Sell
12
-11
-48% -$3.02K ﹤0.01% 1869
2025
Q4 		$6.55K Buy
+23
New +$6.58K ﹤0.01% 1669

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Salomon & Ludwin's VOT Position: Q3 2026 in Review

Salomon & Ludwin held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 12 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Salomon & Ludwin first reported a position in VOT in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.55K in Q4 2025. 989 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Salomon & Ludwin held 12 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.5K as of Q3 2026.
  • Salomon & Ludwin left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #1536 holding.
  • Salomon & Ludwin first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • Salomon & Ludwin's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $6.55K in Q4 2025.
  • 989 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.