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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$614K Buy
2,006
+2
+0.1% +$577 0.19% 48
2026
Q1
$516K Buy
2,004
+4
+0.2% +$1.1K 0.18% 53
2025
Q4
$558K Buy
+2,000
New +$572K 0.2% 55

Other funds holding VOT

Wilkerson Advisory Group's VOT Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.1% in Q2 2026, buying an estimated $577 and bringing the position to 2,006 shares worth $614K. The position accounts for 0.19% of the portfolio, ranked #48.

Wilkerson Advisory Group first reported a position in VOT in Q4 2025 and has held it in 3 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Wilkerson Advisory Group held 2,006 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $614K as of Q2 2026.
  • Wilkerson Advisory Group bought 2 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $577.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.19% of Wilkerson Advisory Group's portfolio in Q2 2026, its #48 holding.
  • Wilkerson Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.