Valley Wealth Managers
VOT icon

Valley Wealth Managers’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Valley Wealth Managers’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 		$3.3M Sell
11,313
-199
-2% -$59.6K 0.19% 108
2026
Q2 		$3.53M Sell
11,512
-658
-5% -$190K 0.2% 105
2026
Q1 		$3.13M Sell
12,170
-627
-5% -$172K 0.2% 106
2025
Q4 		$3.57M Sell
12,797
-848
-6% -$243K 0.23% 98
2025
Q3 		$4.01M Sell
13,645
-525
-4% -$151K 0.27% 89
2025
Q2 		$4.03M Sell
14,170
-248
-2% -$63.9K 0.29% 81
2025
Q1 		$3.53M Sell
14,418
-146
-1% -$38K 0.27% 88
2024
Q4 		$3.7M Sell
14,564
-838
-5% -$216K 0.28% 77
2024
Q3 		$3.75M Sell
15,402
-29
-0.2% -$6.75K 0.28% 87
2024
Q2 		$3.54M Sell
15,431
-394
-2% -$90.4K 0.28% 87
2024
Q1 		$3.73M Sell
15,825
-517
-3% -$116K 0.28% 92
2023
Q4 		$3.59M Sell
16,342
-25,057
-61% -$5.01M 0.28% 93
2023
Q3 		$8.06M Buy
41,399
+24,895
+151% +$5.08M 0.67% 49
2023
Q2 		$3.4M Sell
16,504
-364
-2% -$70.5K 0.31% 84
2023
Q1 		$3.29M Sell
16,868
-262
-2% -$50.2K 0.3% 86
2022
Q4 		$3.08M Buy
17,130
+81
+0.5% +$14.7K 0.29% 84
2022
Q3 		$2.91M Sell
17,049
-382
-2% -$72.3K 0.29% 86
2022
Q2 		$3.06M Sell
17,431
-729
-4% -$141K 0.29% 86
2022
Q1 		$4.05M Buy
18,160
+310
+2% +$68.4K 0.34% 75
2021
Q4 		$4.54M Buy
17,850
+188
+1% +$47.4K 0.36% 61
2021
Q3 		$4.17M Sell
17,662
-12
-0.1% -$2.9K 0.36% 59
2021
Q2 		$4.18M Buy
17,674
+1,120
+7% +$251K 0.35% 61
2021
Q1 		$3.55M Buy
16,554
+718
+5% +$156K 0.32% 63
2020
Q4 		$3.36M Buy
15,836
+2,248
+17% +$443K 0.33% 58
2020
Q3 		$2.45M Buy
13,588
+668
+5% +$118K 0.27% 71
2020
Q2 		$2.13M Buy
12,920
+903
+8% +$137K 0.24% 84
2020
Q1 		$1.52M Sell
12,017
-304
-2% -$46.2K 0.2% 87
2019
Q4 		$1.96M Sell
12,321
-246
-2% -$37.5K 0.2% 87
2019
Q3 		$1.86M Buy
12,567
+395
+3% +$59.2K 0.2% 90
2019
Q2 		$1.82M Buy
12,172
+1,471
+14% +$215K 0.19% 93
2019
Q1 		$1.53M Buy
+10,701
New +$1.44M 0.17% 96

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Valley Wealth Managers's VOT Position: Q3 2026 in Review

Valley Wealth Managers reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.7% in Q3 2026, selling an estimated $59.6K and leaving 11,313 shares worth $3.3M. The position accounts for 0.19% of the portfolio, ranked #108.

Valley Wealth Managers first reported a position in VOT in Q1 2019 and has held it in 31 quarters since. The position peaked at $8.06M in Q3 2023. 287 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Valley Wealth Managers held 11,313 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.3M as of Q3 2026.
  • Valley Wealth Managers sold 199 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $59.6K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.19% of Valley Wealth Managers's portfolio in Q3 2026, its #108 holding.
  • Valley Wealth Managers first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2019 and has held it in 31 quarters since.
  • Valley Wealth Managers's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $8.06M in Q3 2023.
  • 287 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.