SBK Financial
VOT icon

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

SBK 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
Q3 		$166K Hold
570
– – 0.08% 85
2026
Q2 		$175K Sell
570
-389
-41% -$112K 0.12% 86
2026
Q1 		$247K Buy
+959
New +$263K 0.21% 75
2022
Q1 		– Sell
-39
Closed -$10K – 128
2021
Q4 		$10K Buy
+39
New +$9.8K 0.01% 123

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Busey Bank
Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

SBK Financial's VOT Position: Q3 2026 in Review

SBK Financial held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 570 shares worth $166K. The position accounts for 0.08% of the portfolio, ranked #85.

SBK Financial first reported a position in VOT in Q4 2021 and has held it in 4 quarters since. The position peaked at $247K in Q1 2026. 738 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • SBK Financial held 570 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $166K as of Q3 2026.
  • SBK Financial left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.08% of SBK Financial's portfolio in Q3 2026, its #85 holding.
  • SBK Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 4 quarters since.
  • SBK Financial's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $247K in Q1 2026.
  • 738 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on SBK Financial's 13F filing for Q3 2026, filed 2 Nov 2026.