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Whitaker-Myers Wealth Managers’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Whitaker-Myers Wealth Managers’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 		$18.9M Buy
+64,686
New +$19.4M 3.08% 13

Other funds holding VOT

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Whitaker-Myers Wealth Managers's VOT Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2026: 64,686 shares worth $18.9M. The stake represents 3.08% of the portfolio and ranks #13 among its holdings.

61 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 64,686 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $18.9M as of Q3 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new Whitaker-Myers Wealth Managers position in Q3 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 3.08% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #13 holding.
  • 61 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.