Wealth Enhancement Advisory Services
VOT icon

Wealth Enhancement Advisory Services’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Wealth Enhancement Advisory Services’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 		$26.5M Sell
87,828
-1,007
-1% -$290K 0.04% 358
2026
Q1 		$23.2M Sell
88,835
-61,016
-41% -$16.7M 0.05% 355
2025
Q4 		$43.3M Buy
149,851
+2,560
+2% +$733K 0.06% 288
2025
Q3 		$43.3M Buy
147,291
+1,448
+1% +$418K 0.07% 262
2025
Q2 		$41.8M Buy
145,843
+4,715
+3% +$1.22M 0.07% 257
2025
Q1 		$34.5M Buy
141,128
+3,308
+2% +$860K 0.07% 270
2024
Q4 		$35M Sell
137,820
-380
-0.3% -$97.8K 0.07% 264
2024
Q3 		$33.6M Sell
138,200
-9,911
-7% -$2.31M 0.07% 257
2024
Q2 		$34M Buy
148,111
+10,043
+7% +$2.3M 0.08% 235
2024
Q1 		$32.6M Buy
138,068
+9,432
+7% +$2.11M 0.08% 235
2023
Q4 		$28.2M Buy
128,636
+12,110
+10% +$2.42M 0.08% 230
2023
Q3 		$22.7M Buy
+116,526
New +$23.8M 0.07% 255

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
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's VOT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 1.1% in Q2 2026, selling an estimated $290K and leaving 87,828 shares worth $26.5M. The position accounts for 0.04% of the portfolio, ranked #358.

Wealth Enhancement Advisory Services first reported a position in VOT in Q3 2023 and has held it in 12 quarters since. The position peaked at $43.3M in Q3 2025. 200 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 87,828 shares of Vanguard Mid-Cap Growth ETF worth $26.5M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,007 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $290K.
  • Vanguard Mid-Cap Growth ETF made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #358 holding.
  • Wealth Enhancement Advisory Services first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Vanguard Mid-Cap Growth ETF position peaked at $43.3M in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.