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Southland Equity Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Southland Equity Partners’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 		– Sell
-5,636
Closed -$1.73M – 315
2026
Q2 		$1.73M Buy
+5,636
New +$1.63M 0.3% 64
2024
Q4 		– Sell
-6,124
Closed -$1.49M – 237
2024
Q3 		$1.49M Buy
+6,124
New +$1.43M 0.36% 56

Other funds holding VOT

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
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
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Southland Equity Partners's VOT Position: Q3 2026 in Review

Southland Equity Partners sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2026, closing a stake of 5,636 shares — an estimated $1.73M sold.

Southland Equity Partners first reported a position in VOT in Q3 2024 and held it in 2 quarters. The position peaked at $1.73M in Q2 2026. 134 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Southland Equity Partners reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Southland Equity Partners sold 5,636 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $1.73M.
  • Southland Equity Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2024 and held it in 2 quarters.
  • Southland Equity Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.73M in Q2 2026.
  • 134 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Southland Equity Partners's 13F filing for Q3 2026, filed 14 Oct 2026.