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

TME 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	$1.03M	Sell	3,512 -1,825	-34%	-$547K	0.63%	31
2026 Q2	$1.63M	Sell	5,337 -5,910	-53%	-$1.7M	1.01%	27
2026 Q1	$2.89M	Sell	11,247 -7,246	-39%	-$1.99M	2.01%	16
2025 Q4	$5.16M	Buy	18,493 +8,423	+84%	+$2.41M	3.63%	10
2025 Q3	$2.96M	Buy	10,070 +403	+4%	+$116K	2.22%	16
2025 Q2	$2.75M	Buy	9,667 +8,771	+979%	+$2.26M	2.22%	17
2025 Q1	$219K	Sell	896 -6,032	-87%	-$1.57M	0.19%	66
2024 Q4	$1.69M	Buy	+6,928	New	+$1.78M	1.58%	22

Other funds holding VOT

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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

TME Financial's VOT Position: Q3 2026 in Review

TME Financial reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 34% in Q3 2026, selling an estimated $547K and leaving 3,512 shares worth $1.03M. The position accounts for 0.63% of the portfolio, ranked #31.

TME Financial first reported a position in VOT in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.16M in Q4 2025. 923 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

TME Financial held 3,512 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.03M as of Q3 2026.
TME Financial sold 1,825 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $547K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.63% of TME Financial's portfolio in Q3 2026, its #31 holding.
TME Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
TME Financial's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $5.16M in Q4 2025.
923 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on TME Financial's 13F filing for Q3 2026, filed 14 Oct 2026.