William Mack & Associates’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

William Mack & Associates’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	$296K	Buy	+966	New	+$279K	0.1%	82
2026 Q1	–	Sell	-999	Closed	-$279K	–	91
2025 Q4	$279K	Hold	999	–	–	0.13%	64
2025 Q3	$293K	Sell	999 -27	-3%	-$7.79K	0.16%	61
2025 Q2	$292K	Buy	1,026 +145	+16%	+$37.4K	0.19%	60
2025 Q1	$216K	Sell	881 -20	-2%	-$5.2K	0.18%	66
2024 Q4	$229K	Buy	+901	New	+$232K	0.24%	58

Other funds holding VOT

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 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

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Gladwyn Financial Advisors Chantilly, Virginia $160M AUM 16.03% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return