Willner & Heller’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Willner & Heller’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	$611K	Buy	1,995 +2	+0.1%	+$577	0.38%	79
2026 Q1	$513K	Buy	1,993 +147	+8%	+$40.3K	0.38%	82
2025 Q4	$515K	Sell	1,846 -216	-10%	-$61.8K	0.37%	87
2025 Q3	$606K	Buy	2,062 +99	+5%	+$28.6K	0.47%	70
2025 Q2	$558K	Hold	1,963	–	–	0.47%	74
2025 Q1	$480K	Sell	1,963 -8	-0.4%	-$2.08K	0.44%	79
2024 Q4	$500K	Buy	1,971 +26	+1%	+$6.69K	0.44%	75
2024 Q3	$474K	Buy	1,945 +6	+0.3%	+$1.4K	0.42%	82
2024 Q2	$445K	Buy	1,939 +46	+2%	+$10.5K	0.43%	80
2024 Q1	$446K	Sell	1,893 -148	-7%	-$33.2K	0.44%	82
2023 Q4	$448K	Buy	+2,041	New	+$408K	0.5%	70
2022 Q4	$399K	Buy	2,217 +4	+0.2%	+$725	0.57%	63
2022 Q3	$377K	Buy	2,213 +33	+2%	+$6.25K	0.61%	59
2022 Q2	$382K	Buy	2,180 +52	+2%	+$10.1K	0.59%	60
2022 Q1	$542K	Buy	2,128 +3	+0.1%	+$662	0.67%	51
2021 Q4	$502K	Buy	+2,125	New	+$536K	0.67%	51

Other funds holding VOT

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 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

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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Willner & Heller's VOT Position: Q2 2026 in Review

Willner & Heller increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.1% in Q2 2026, buying an estimated $577 and bringing the position to 1,995 shares worth $611K. The position accounts for 0.38% of the portfolio, ranked #79.

Willner & Heller first reported a position in VOT in Q4 2021 and has held it in 16 quarters since. 200 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Willner & Heller held 1,995 shares of Vanguard Mid-Cap Growth ETF worth $611K as of Q2 2026.
Willner & Heller bought 2 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $577.
Vanguard Mid-Cap Growth ETF made up 0.38% of Willner & Heller's portfolio in Q2 2026, its #79 holding.
Willner & Heller first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2021 and has held it in 16 quarters since.
200 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.