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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
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

SWP Financial's VOT Position: Q2 2026 in Review

SWP Financial opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 734 shares worth $225K. The stake represents 0.1% of the portfolio and ranks #76 among its holdings. This is a return to the name: SWP Financial previously reported a position in VOT as recently as Q4 2025.

SWP Financial first reported a position in VOT in Q2 2025 and has held it in 4 quarters since. 579 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • SWP Financial held 734 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $225K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new SWP Financial position in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.1% of SWP Financial's portfolio in Q2 2026, its #76 holding.
  • SWP Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 579 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.