Welch Group’s Vanguard 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 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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Welch Group's VOT Position: Q2 2026 in Review

Welch Group held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 893 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #262.

Welch Group first reported a position in VOT in Q1 2020 and has held it in 11 quarters since. 481 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Welch Group held 893 shares of Vanguard Mid-Cap Growth ETF worth $274K as of Q2 2026.
Welch Group left its Vanguard Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Mid-Cap Growth ETF made up 0.01% of Welch Group's portfolio in Q2 2026, its #262 holding.
Welch Group first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2020 and has held it in 11 quarters since.
481 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.