Wealthcare Advisory Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Wealthcare Advisory Partners’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	$4.46M	Buy	14,561 +726	+5%	+$209K	0.08%	193
2026 Q1	$3.56M	Buy	13,835 +1,144	+9%	+$314K	0.07%	240
2025 Q4	$3.54M	Sell	12,691 -695	-5%	-$199K	0.07%	231
2025 Q3	$3.93M	Buy	13,386 +881	+7%	+$254K	0.08%	204
2025 Q2	$3.56M	Buy	12,505 +2,603	+26%	+$671K	0.08%	200
2025 Q1	$2.42M	Sell	9,902 -1,717	-15%	-$446K	0.07%	253
2024 Q4	$2.95M	Buy	11,619 +709	+6%	+$182K	0.08%	204
2024 Q3	$2.66M	Buy	10,910 +1,744	+19%	+$406K	0.08%	223
2024 Q2	$2.1M	Buy	9,166 +2,203	+32%	+$505K	0.07%	228
2024 Q1	$1.64M	Sell	6,963 -2,304	-25%	-$516K	0.05%	268
2023 Q4	$2.03M	Buy	9,267 +5,315	+134%	+$1.06M	0.08%	198
2023 Q3	$770K	Sell	3,952 -271	-6%	-$55.3K	0.04%	329
2023 Q2	$869K	Buy	4,223 +592	+16%	+$115K	0.04%	316
2023 Q1	$708K	Sell	3,631 -738	-17%	-$141K	0.03%	367
2022 Q4	$785K	Buy	4,369 +448	+11%	+$81.2K	0.04%	318
2022 Q3	$669K	Buy	3,921 +1,447	+58%	+$274K	0.04%	291
2022 Q2	$434K	Buy	2,474 +968	+64%	+$187K	0.03%	353
2022 Q1	$335K	Buy	1,506 +116	+8%	+$25.6K	0.02%	389
2021 Q4	$354K	Buy	+1,390	New	+$350K	0.02%	402
2021 Q2	–	Sell	-282	Closed	-$61K	–	1836
2021 Q1	$61K	Buy	+282	New	+$61.2K	﹤0.01%	817
2020 Q2	–	Sell	-363	Closed	-$46K	–	1326
2020 Q1	$46K	Sell	363 -84	-19%	-$12.8K	0.01%	523
2019 Q4	$71K	Buy	447 +1	+0.2%	+$153	0.01%	475
2019 Q3	$66K	Buy	446 +1	+0.2%	+$150	0.01%	477
2019 Q2	$66K	Hold	445	–	–	0.01%	455
2019 Q1	$63K	Buy	445 +54	+14%	+$7.26K	0.01%	418
2018 Q4	$47K	Buy	391 +1	+0.3%	+$128	0.01%	438
2018 Q3	$56K	Hold	390	–	–	0.01%	445
2018 Q2	$52K	Buy	390 +6	+2%	+$797	0.01%	453
2018 Q1	$50K	Sell	384 -115	-23%	-$15.1K	0.01%	397
2017 Q4	$64K	Sell	499 -154	-24%	-$19.3K	0.02%	334
2017 Q3	$80K	Buy	+653	New	+$77.8K	0.02%	245

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

Wealthcare Advisory Partners's VOT Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 5.2% in Q2 2026, buying an estimated $209K and bringing the position to 14,561 shares worth $4.46M. The position accounts for 0.08% of the portfolio, ranked #193.

Wealthcare Advisory Partners first reported a position in VOT in Q3 2017 and has held it in 31 quarters since. 296 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Wealthcare Advisory Partners held 14,561 shares of Vanguard Mid-Cap Growth ETF worth $4.46M as of Q2 2026.
Wealthcare Advisory Partners bought 726 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $209K.
Vanguard Mid-Cap Growth ETF made up 0.08% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #193 holding.
Wealthcare Advisory Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2017 and has held it in 31 quarters since.
296 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.