Waller Financial Planning Group’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Waller Financial Planning Group’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	$927K	Sell	3,025 -150	-5%	-$43.3K	0.19%	40
2026 Q1	$817K	Sell	3,175 -285	-8%	-$78.2K	0.18%	40
2025 Q4	$966K	Sell	3,460 -349	-9%	-$99.9K	0.21%	39
2025 Q3	$1.12M	Sell	3,809 -109	-3%	-$31.4K	0.26%	35
2025 Q2	$1.11M	Buy	3,918 +80	+2%	+$20.6K	0.27%	35
2025 Q1	$939K	Sell	3,838 -227	-6%	-$59K	0.26%	38
2024 Q4	$1.03M	Sell	4,065 -675	-14%	-$174K	0.26%	38
2024 Q3	$1.15M	Hold	4,740	–	–	0.29%	37
2024 Q2	$1.09M	Hold	4,740	–	–	0.29%	35
2024 Q1	$1.12M	Sell	4,740 -344	-7%	-$77.1K	0.3%	34
2023 Q4	$1.12M	Sell	5,084 -5	-0.1%	-$1K	0.29%	34
2023 Q3	$991K	Sell	5,089 -52	-1%	-$10.6K	0.29%	34
2023 Q2	$1.06M	Buy	5,141 +10	+0.2%	+$1.94K	0.29%	34
2023 Q1	$1,000K	Sell	5,131 -1,460	-22%	-$280K	0.28%	34
2022 Q4	$1.18M	Sell	6,591 -520	-7%	-$94.2K	0.34%	33
2022 Q3	$1.21M	Buy	7,111 +84	+1%	+$15.9K	0.37%	32
2022 Q2	$1.23M	Sell	7,027 -449	-6%	-$86.9K	0.36%	33
2022 Q1	$1.67M	Buy	7,476 +20	+0.3%	+$4.42K	0.44%	28
2021 Q4	$1.9M	Sell	7,456 -377	-5%	-$95K	0.48%	28
2021 Q3	$1.85M	Buy	7,833 +20	+0.3%	+$4.84K	0.49%	28
2021 Q2	$1.85M	Buy	7,813 +26	+0.3%	+$5.83K	0.49%	29
2021 Q1	$1.67M	Sell	7,787 -421	-5%	-$91.3K	0.48%	27
2020 Q4	$1.74M	Sell	8,208 -177	-2%	-$34.9K	0.54%	27
2020 Q3	$1.51M	Sell	8,385 -340	-4%	-$60K	0.55%	26
2020 Q2	$1.44M	Sell	8,725 -1,660	-16%	-$251K	0.56%	26
2020 Q1	$1.32M	Buy	10,385 +1,410	+16%	+$214K	0.69%	23
2019 Q4	$1.43M	Sell	8,975 -20	-0.2%	-$3.05K	0.71%	25
2019 Q3	$1.36M	Sell	8,995 -318	-3%	-$47.6K	0.72%	25
2019 Q2	$1.42M	Sell	9,313 -528	-5%	-$77K	0.79%	25
2019 Q1	$1.44M	Sell	9,841 -343	-3%	-$46.1K	0.83%	26
2018 Q4	$1.22M	Buy	+10,184	New	+$1.31M	0.84%	27

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

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

PPW

Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return

Waller Financial Planning Group's VOT Position: Q2 2026 in Review

Waller Financial Planning Group reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 4.7% in Q2 2026, selling an estimated $43.3K and leaving 3,025 shares worth $927K. The position accounts for 0.19% of the portfolio, ranked #40.

Waller Financial Planning Group first reported a position in VOT in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.9M in Q4 2021. 287 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Waller Financial Planning Group held 3,025 shares of Vanguard Mid-Cap Growth ETF worth $927K as of Q2 2026.
Waller Financial Planning Group sold 150 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $43.3K.
Vanguard Mid-Cap Growth ETF made up 0.19% of Waller Financial Planning Group's portfolio in Q2 2026, its #40 holding.
Waller Financial Planning Group first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
Waller Financial Planning Group's Vanguard Mid-Cap Growth ETF position peaked at $1.9M in Q4 2021.
287 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.