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Shira Ridge Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Shira Ridge Wealth Management’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 		$1.3M Sell
4,232
-655
-13% -$189K 0.45% 29
2026
Q1 		$1.26M Sell
4,887
-206
-4% -$56.5K 0.5% 28
2025
Q4 		$1.42M Sell
5,093
-10,489
-67% -$3M 0.57% 29
2025
Q3 		$4.58M Sell
15,582
-242
-2% -$69.8K 1.94% 14
2025
Q2 		$4.5M Buy
15,824
+77
+0.5% +$19.9K 2.06% 14
2025
Q1 		$3.85M Buy
15,747
+499
+3% +$130K 1.92% 16
2024
Q4 		$3.87M Buy
15,248
+1,033
+7% +$266K 1.89% 15
2024
Q3 		$3.46M Buy
14,215
+1,704
+14% +$397K 1.76% 15
2024
Q2 		$2.87M Buy
12,511
+84
+0.7% +$19.3K 1.6% 15
2024
Q1 		$2.93M Sell
12,427
-720
-5% -$161K 1.68% 16
2023
Q4 		$2.89M Sell
13,147
-730
-5% -$146K 1.73% 17
2023
Q3 		$2.7M Buy
13,877
+174
+1% +$35.5K 1.78% 15
2023
Q2 		$2.82M Buy
13,703
+611
+5% +$118K 1.77% 18
2023
Q1 		$2.55M Buy
13,092
+246
+2% +$47.1K 1.68% 18
2022
Q4 		$2.31M Buy
+12,846
New +$2.33M 1.59% 20

Other funds holding VOT

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Shira Ridge Wealth Management's VOT Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 13% in Q2 2026, selling an estimated $189K and leaving 4,232 shares worth $1.3M. The position accounts for 0.45% of the portfolio, ranked #29.

Shira Ridge Wealth Management first reported a position in VOT in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.58M in Q3 2025. 429 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Shira Ridge Wealth Management held 4,232 shares of Vanguard Mid-Cap Growth ETF worth $1.3M as of Q2 2026.
  • Shira Ridge Wealth Management sold 655 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $189K.
  • Vanguard Mid-Cap Growth ETF made up 0.45% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Shira Ridge Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Shira Ridge Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $4.58M in Q3 2025.
  • 429 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.