Valeo Financial Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $710K | Buy |
2,317
+62
| +3% | +$17.9K | 0.02% | 363 |
|
|
2026
Q1 | $580K | Sell |
2,255
-653
| -22% | -$179K | 0.01% | 376 |
|
|
2025
Q4 | $812K | Buy |
2,908
+124
| +4% | +$35.5K | 0.02% | 351 |
|
|
2025
Q3 | $818K | Sell |
2,784
-90
| -3% | -$26K | 0.02% | 349 |
|
|
2025
Q2 | $817K | Hold |
2,874
| – | – | 0.02% | 343 |
|
|
2025
Q1 | $703K | Sell |
2,874
-358
| -11% | -$93.1K | 0.02% | 334 |
|
|
2024
Q4 | $820K | Sell |
3,232
-5
| -0.2% | -$1.29K | 0.02% | 309 |
|
|
2024
Q3 | $788K | Buy |
3,237
+367
| +13% | +$85.5K | 0.02% | 308 |
|
|
2024
Q2 | $659K | Buy |
2,870
+13
| +0.5% | +$2.98K | 0.02% | 314 |
|
|
2024
Q1 | $641K | Sell |
2,857
-31
| -1% | -$6.95K | 0.02% | 313 |
|
|
2023
Q4 | $634K | Hold |
2,888
| – | – | 0.03% | 300 |
|
|
2023
Q3 | $562K | Hold |
2,888
| – | – | 0.03% | 304 |
|
|
2023
Q2 | $594K | Buy |
2,888
+11
| +0.4% | +$2.13K | 0.03% | 284 |
|
|
2023
Q1 | $561K | Sell |
2,877
-149
| -5% | -$28.5K | 0.03% | 309 |
|
|
2022
Q4 | $544K | Buy |
3,026
+172
| +6% | +$31.2K | 0.03% | 271 |
|
|
2022
Q3 | $487K | Buy |
2,854
+2
| +0.1% | +$379 | 0.03% | 264 |
|
|
2022
Q2 | $500K | Sell |
2,852
-440
| -13% | -$85.2K | 0.03% | 250 |
|
|
2022
Q1 | $733K | Sell |
3,292
-380
| -10% | -$83.9K | 0.04% | 250 |
|
|
2021
Q4 | $935K | Buy |
3,672
+823
| +29% | +$207K | 0.05% | 201 |
|
|
2021
Q3 | $673K | Hold |
2,849
| – | – | 0.04% | 240 |
|
|
2021
Q2 | $673K | Hold |
2,849
| – | – | 0.04% | 213 |
|
|
2021
Q1 | $611K | Sell |
2,849
-28
| -1% | -$6.07K | 0.03% | 241 |
|
|
2020
Q4 | $610K | Buy |
2,877
+28
| +1% | +$5.51K | 0.03% | 221 |
|
|
2020
Q3 | $513K | Buy |
2,849
+2,743
| +2,588% | +$484K | 0.04% | 193 |
|
|
2020
Q2 | $17K | Hold |
106
| – | – | ﹤0.01% | 1120 |
|
|
2020
Q1 | $15K | Hold |
106
| – | – | ﹤0.01% | 969 |
|
|
2019
Q4 | $17K | Hold |
106
| – | – | ﹤0.01% | 963 |
|
|
2019
Q3 | $16K | Hold |
106
| – | – | ﹤0.01% | 910 |
|
|
2019
Q2 | $16K | Buy |
106
+15
| +16% | +$2.19K | ﹤0.01% | 913 |
|
|
2019
Q1 | $13K | Hold |
91
| – | – | ﹤0.01% | 907 |
|
|
2018
Q4 | $11K | Hold |
91
| – | – | ﹤0.01% | 865 |
|
|
2018
Q3 | $12K | Hold |
91
| – | – | ﹤0.01% | 926 |
|
|
2018
Q2 | $13K | Hold |
91
| – | – | ﹤0.01% | 888 |
|
|
2018
Q1 | $12K | Hold |
91
| – | – | ﹤0.01% | 888 |
|
|
2017
Q4 | $12K | Hold |
91
| – | – | ﹤0.01% | 799 |
|
|
2017
Q3 | $11K | Buy |
+91
| New | +$10.8K | ﹤0.01% | 685 |
|
Other funds holding VOT
EWA
TI
Valeo Financial Advisors's VOT Position: Q2 2026 in Review
Valeo Financial Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2.7% in Q2 2026, buying an estimated $17.9K and bringing the position to 2,317 shares worth $710K. The position accounts for 0.02% of the portfolio, ranked #363.
Valeo Financial Advisors first reported a position in VOT in Q3 2017 and has held it in 36 quarters since. The position peaked at $935K in Q4 2021. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.
- Valeo Financial Advisors held 2,317 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $710K as of Q2 2026.
- Valeo Financial Advisors bought 62 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $17.9K.
- Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #363 holding.
- Valeo Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $935K in Q4 2021.
- 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.