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SOA Wealth Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

SOA Wealth Advisors’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 		$5.34M Sell
17,419
-2,694
-13% -$777K 0.9% 22
2026
Q1 		$5.18M Sell
20,113
-836
-4% -$229K 0.98% 23
2025
Q4 		$5.85M Sell
20,949
-776
-4% -$222K 0.99% 22
2025
Q3 		$6.38M Sell
21,725
-1,643
-7% -$474K 1.09% 22
2025
Q2 		$6.65M Sell
23,368
-5,342
-19% -$1.38M 1.25% 17
2025
Q1 		$7.02M Buy
28,710
+56
+0.2% +$14.6K 1.47% 17
2024
Q4 		$7.27M Sell
28,654
-676
-2% -$174K 1.34% 18
2024
Q3 		$7.14M Sell
29,330
-441
-1% -$103K 1.36% 17
2024
Q2 		$6.83M Sell
29,771
-3,446
-10% -$790K 1.37% 16
2024
Q1 		$7.83M Sell
33,217
-401
-1% -$89.8K 1.62% 16
2023
Q4 		$7.38M Sell
33,618
-321
-0.9% -$64.2K 1.64% 14
2023
Q3 		$6.61M Sell
33,939
-2,548
-7% -$520K 1.64% 15
2023
Q2 		$7.51M Sell
36,487
-14,111
-28% -$2.73M 1.76% 12
2023
Q1 		$9.86M Sell
50,598
-682
-1% -$131K 2.43% 7
2022
Q4 		$9.22M Sell
51,280
-2,312
-4% -$419K 2.48% 7
2022
Q3 		$9.14M Sell
53,592
-651
-1% -$123K 2.75% 6
2022
Q2 		$9.51M Buy
54,243
+7,943
+17% +$1.54M 2.8% 6
2022
Q1 		$10.3M Buy
46,300
+34,619
+296% +$7.64M 2.52% 7
2021
Q4 		$2.98M Buy
11,681
+37
+0.3% +$9.33K 0.72% 39
2021
Q3 		$2.75M Buy
11,644
+203
+2% +$49.1K 0.7% 40
2021
Q2 		$2.7M Sell
11,441
-87
-0.8% -$19.5K 0.69% 39
2021
Q1 		$2.47M Sell
11,528
-460
-4% -$99.8K 0.69% 40
2020
Q4 		$2.72M Buy
+11,988
New +$2.36M 0.74% 37

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOA Wealth Advisors's VOT Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 13% in Q2 2026, selling an estimated $777K and leaving 17,419 shares worth $5.34M. The position accounts for 0.9% of the portfolio, ranked #22.

SOA Wealth Advisors first reported a position in VOT in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.3M in Q1 2022. 243 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • SOA Wealth Advisors held 17,419 shares of Vanguard Mid-Cap Growth ETF worth $5.34M as of Q2 2026.
  • SOA Wealth Advisors sold 2,694 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $777K.
  • Vanguard Mid-Cap Growth ETF made up 0.9% of SOA Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • SOA Wealth Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Vanguard Mid-Cap Growth ETF position peaked at $10.3M in Q1 2022.
  • 243 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.