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Steph & Co’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Steph & Co’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 		$3.4M Sell
11,646
-76
-0.6% -$22.8K 0.87% 21
2026
Q2 		$3.59M Sell
11,722
-235
-2% -$67.8K 0.91% 19
2026
Q1 		$3.08M Sell
11,957
-859
-7% -$236K 0.88% 19
2025
Q4 		$3.58M Buy
12,816
+211
+2% +$60.4K 1.03% 18
2025
Q3 		$3.7M Sell
12,605
-47
-0.4% -$13.6K 1.13% 17
2025
Q2 		$3.6M Buy
12,652
+8,376
+196% +$2.16M 1.17% 19
2025
Q1 		$1.05M Sell
4,276
-8
-0.2% -$2.08K 0.38% 29
2024
Q4 		$1.09M Sell
4,284
-127
-3% -$32.7K 0.37% 29
2024
Q3 		$1.07M Sell
4,411
-27
-0.6% -$6.29K 0.34% 30
2024
Q2 		$1.02M Sell
4,438
-31
-0.7% -$7.11K 0.35% 29
2024
Q1 		$1.05M Sell
4,469
-73
-2% -$16.4K 0.36% 29
2023
Q4 		$997K Sell
4,542
-285
-6% -$57K 0.49% 27
2023
Q3 		$940K Sell
4,827
-71
-1% -$14.5K 0.53% 28
2023
Q2 		$1.01M Sell
4,898
-449
-8% -$87K 0.55% 28
2023
Q1 		$1.04M Sell
5,347
-257
-5% -$49.2K 0.65% 25
2022
Q4 		$1.01M Buy
5,604
+624
+13% +$113K 0.64% 25
2022
Q3 		$849K Buy
4,980
+314
+7% +$59.4K 0.59% 24
2022
Q2 		$818K Buy
4,666
+1,624
+53% +$314K 0.5% 26
2022
Q1 		$678K Sell
3,042
-79
-3% -$17.4K 0.4% 28
2021
Q4 		$795K Hold
3,121
– – 0.46% 25
2021
Q3 		$737K Buy
3,121
+46
+1% +$11.1K 0.47% 24
2021
Q2 		$727K Sell
3,075
-94
-3% -$21.1K 0.47% 23
2021
Q1 		$680K Sell
3,169
-188
-6% -$40.8K 0.47% 24
2020
Q4 		$712K Sell
3,357
-28
-0.8% -$5.51K 0.54% 25
2020
Q3 		$610K Sell
3,385
-26
-0.8% -$4.58K 0.57% 24
2020
Q2 		$563K Sell
3,411
-1,255
-27% -$190K 0.56% 25
2020
Q1 		$591K Buy
4,666
+801
+21% +$122K 0.67% 28
2019
Q4 		$614K Buy
+3,865
New +$590K 0.52% 32

Other funds holding VOT

Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 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
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
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
KWMG LLC
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
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Steph & Co's VOT Position: Q3 2026 in Review

Steph & Co reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.65% in Q3 2026, selling an estimated $22.8K and leaving 11,646 shares worth $3.4M. The position accounts for 0.87% of the portfolio, ranked #21.

Steph & Co first reported a position in VOT in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.7M in Q3 2025. 209 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Steph & Co held 11,646 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.4M as of Q3 2026.
  • Steph & Co sold 76 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $22.8K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.87% of Steph & Co's portfolio in Q3 2026, its #21 holding.
  • Steph & Co first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • Steph & Co's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $3.7M in Q3 2025.
  • 209 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.