Welch Group
VOT icon

Welch Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Welch 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
Q3 		$287K Buy
982
+89
+10% +$26.7K 0.01% 263
2026
Q2 		$274K Hold
893
– – 0.01% 262
2026
Q1 		$230K Hold
893
– – 0.01% 275
2025
Q4 		$249K Hold
893
– – 0.01% 266
2025
Q3 		$262K Sell
893
-10
-1% -$2.88K 0.01% 249
2025
Q2 		$257K Buy
903
+83
+10% +$21.4K 0.01% 226
2025
Q1 		$200K Sell
820
-22
-3% -$5.72K 0.01% 250
2024
Q4 		$215K Hold
842
– – 0.01% 243
2024
Q3 		$205K Buy
+842
New +$196K 0.01% 253
2024
Q2 		– Sell
-881
Closed -$208K – 272
2024
Q1 		$208K Sell
881
-257
-23% -$57.6K 0.01% 213
2023
Q4 		$250K Buy
+1,138
New +$228K 0.01% 197
2020
Q2 		– Sell
-872
Closed -$111K – 154
2020
Q1 		$111K Buy
+872
New +$132K 0.01% 148

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Busey Bank
Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Welch Group's VOT Position: Q3 2026 in Review

Welch Group increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 10% in Q3 2026, buying an estimated $26.7K and bringing the position to 982 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #263.

Welch Group first reported a position in VOT in Q1 2020 and has held it in 12 quarters since. 737 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Welch Group held 982 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $287K as of Q3 2026.
  • Welch Group bought 89 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $26.7K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Welch Group's portfolio in Q3 2026, its #263 holding.
  • Welch Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2020 and has held it in 12 quarters since.
  • 737 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.