SBF
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Sara-Bay Financial’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Sara-Bay 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 		$470K Buy
1,534
+71
+5% +$20.5K 0.13% 58
2026
Q1 		$377K Buy
1,463
+150
+11% +$41.2K 0.11% 61
2025
Q4 		$370K Buy
1,313
+182
+16% +$52.1K 0.11% 62
2025
Q3 		$332K Buy
+1,131
New +$326K 0.09% 64

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

Sara-Bay Financial's VOT Position: Q2 2026 in Review

Sara-Bay Financial increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 4.9% in Q2 2026, buying an estimated $20.5K and bringing the position to 1,534 shares worth $470K. The position accounts for 0.13% of the portfolio, ranked #58.

Sara-Bay Financial first reported a position in VOT in Q3 2025 and has held it in 4 quarters since. 362 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Sara-Bay Financial held 1,534 shares of Vanguard Mid-Cap Growth ETF worth $470K as of Q2 2026.
  • Sara-Bay Financial bought 71 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $20.5K.
  • Vanguard Mid-Cap Growth ETF made up 0.13% of Sara-Bay Financial's portfolio in Q2 2026, its #58 holding.
  • Sara-Bay Financial first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 362 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.