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Trilogy Capital’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Trilogy Capital’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 		$584K Buy
1,908
+1
+0.1% +$288 0.02% 253
2026
Q1 		$491K Sell
1,907
-187
-9% -$51.3K 0.02% 266
2025
Q4 		$585K Sell
2,094
-21
-1% -$6.01K 0.03% 234
2025
Q3 		$621K Sell
2,115
-49
-2% -$14.1K 0.03% 228
2025
Q2 		$616K Buy
2,164
+245
+13% +$63.2K 0.03% 212
2025
Q1 		$470K Hold
1,919
– – 0.02% 227
2024
Q4 		$487K Buy
1,919
+1
+0.1% +$257 0.03% 229
2024
Q3 		$467K Buy
1,918
+100
+6% +$23.3K 0.02% 229
2024
Q2 		$417K Buy
+1,818
New +$417K 0.02% 228
2018
Q4 		– Sell
-445
Closed -$63K – 557
2018
Q3 		$63K Buy
445
+98
+28% +$13.7K 0.01% 184
2018
Q2 		$47K Buy
347
+139
+67% +$18.5K 0.01% 187
2018
Q1 		$27K Buy
+208
New +$27.3K ﹤0.01% 206

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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Trilogy Capital's VOT Position: Q2 2026 in Review

Trilogy Capital increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.05% in Q2 2026, buying an estimated $288 and bringing the position to 1,908 shares worth $584K. The position accounts for 0.02% of the portfolio, ranked #253.

Trilogy Capital first reported a position in VOT in Q1 2018 and has held it in 12 quarters since. The position peaked at $621K in Q3 2025. 200 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Trilogy Capital held 1,908 shares of Vanguard Mid-Cap Growth ETF worth $584K as of Q2 2026.
  • Trilogy Capital bought 1 Vanguard Mid-Cap Growth ETF share in Q2 2026, an estimated $288.
  • Vanguard Mid-Cap Growth ETF made up 0.02% of Trilogy Capital's portfolio in Q2 2026, its #253 holding.
  • Trilogy Capital first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2018 and has held it in 12 quarters since.
  • Trilogy Capital's Vanguard Mid-Cap Growth ETF position peaked at $621K in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.