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

SWP 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	$214K	Hold	734	–	–	0.1%	73
2026 Q2	$225K	Buy	+734	New	+$212K	0.1%	76
2026 Q1	–	Sell	-734	Closed	-$205K	–	77
2025 Q4	$205K	Hold	734	–	–	0.1%	70
2025 Q3	$216K	Hold	734	–	–	0.11%	72
2025 Q2	$209K	Buy	+734	New	+$189K	0.11%	72

Other funds holding VOT

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

SWP Financial's VOT Position: Q3 2026 in Review

SWP Financial held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 734 shares worth $214K. The position accounts for 0.1% of the portfolio, ranked #73.

SWP Financial first reported a position in VOT in Q2 2025 and has held it in 5 quarters since. The position peaked at $225K in Q2 2026. 738 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

SWP Financial held 734 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $214K as of Q3 2026.
SWP Financial left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.1% of SWP Financial's portfolio in Q3 2026, its #73 holding.
SWP Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
SWP Financial's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $225K in Q2 2026.
738 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on SWP Financial's 13F filing for Q3 2026, filed 23 Oct 2026.