Tower View Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Tower View Wealth Management’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	$3.03M	Sell	10,370 -307	-3%	-$92K	1.31%	29
2026 Q2	$3.27M	Buy	10,677 +35	+0.3%	+$10.1K	1.44%	28
2026 Q1	$2.74M	Buy	10,642 +226	+2%	+$62K	1.41%	27
2025 Q4	$2.91M	Sell	10,416 -214	-2%	-$61.2K	1.44%	27
2025 Q3	$3.12M	Buy	10,630 +1,221	+13%	+$352K	1.62%	26
2025 Q2	$2.68M	Buy	+9,409	New	+$2.43M	1.39%	30

Other funds holding VOT

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

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 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

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Tower View Wealth Management's VOT Position: Q3 2026 in Review

Tower View Wealth Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2.9% in Q3 2026, selling an estimated $92K and leaving 10,370 shares worth $3.03M. The position accounts for 1.31% of the portfolio, ranked #29.

Tower View Wealth Management first reported a position in VOT in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.27M in Q2 2026. 344 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Tower View Wealth Management held 10,370 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.03M as of Q3 2026.
Tower View Wealth Management sold 307 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $92K.
Vanguard Morningstar Mid-Cap Growth ETF made up 1.31% of Tower View Wealth Management's portfolio in Q3 2026, its #29 holding.
Tower View Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 6 quarters since.
Tower View Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $3.27M in Q2 2026.
344 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Tower View Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.