JMBAI
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J. M. Brown & Associates Inc.’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

J. M. Brown & Associates Inc.’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 		$1.65M Buy
+5,385
New +$1.55M 0.94% 26

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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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

J. M. Brown & Associates Inc.'s VOT Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Vanguard Mid-Cap Growth ETF (VOT) in Q2 2026: 5,385 shares worth $1.65M. The stake represents 0.94% of the portfolio and ranks #26 among its holdings.

362 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • J. M. Brown & Associates Inc. held 5,385 shares of Vanguard Mid-Cap Growth ETF worth $1.65M as of Q2 2026.
  • Vanguard Mid-Cap Growth ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • Vanguard Mid-Cap Growth ETF made up 0.94% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #26 holding.
  • 362 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.