Wolff Financial Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Wolff Financial Management’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	$13.3M	Buy	43,491 +2,408	+6%	+$695K	2.66%	11
2026 Q1	$10.6M	Buy	41,083 +422	+1%	+$116K	2.34%	11
2025 Q4	$11.4M	Buy	40,661 +284	+0.7%	+$81.3K	2.55%	11
2025 Q3	$11.9M	Sell	40,377 -791	-2%	-$228K	2.75%	11
2025 Q2	$11.7M	Buy	41,168 +392	+1%	+$101K	3.02%	10
2025 Q1	$9.97M	Sell	40,776 -238	-0.6%	-$61.9K	2.76%	10
2024 Q4	$10.4M	Sell	41,014 -1,861	-4%	-$479K	2.89%	10
2024 Q3	$10.4M	Buy	+42,875	New	+$9.98M	2.84%	10
2024 Q2	–	Sell	-32,065	Closed	-$7.56M	–	91
2024 Q1	$7.56M	Sell	32,065 -1,623	-5%	-$364K	2.2%	10
2023 Q4	$7.4M	Sell	33,688 -2,636	-7%	-$527K	2.28%	11
2023 Q3	$7.08M	Buy	+36,324	New	+$7.42M	2.42%	11
2023 Q2	–	Sell	-36,375	Closed	-$7.09M	–	95
2023 Q1	$7.09M	Sell	36,375 -807	-2%	-$155K	2.47%	11
2022 Q4	$6.68M	Sell	37,182 -13,989	-27%	-$2.53M	2.47%	11
2022 Q3	$8.73M	Buy	51,171 +807	+2%	+$153K	3.98%	6
2022 Q2	$8.83M	Buy	50,364 +3,984	+9%	+$771K	3.93%	7
2022 Q1	$10.3M	Buy	46,380 +170	+0.4%	+$37.5K	4.1%	7
2021 Q4	$11.8M	Buy	+46,210	New	+$11.6M	4.45%	5
2021 Q1	$8.35M	Buy	38,920 +2,062	+6%	+$447K	3.83%	10
2020 Q4	$7.82M	Buy	36,858 +883	+2%	+$174K	4.1%	7
2020 Q3	$6.48M	Buy	35,975 +807	+2%	+$142K	3.85%	6
2020 Q2	$5.81M	Buy	35,168 +781	+2%	+$118K	3.69%	9
2020 Q1	$4.36M	Buy	34,387 +9,734	+39%	+$1.48M	3.29%	9
2019 Q4	$3.91M	Buy	24,653 +626	+3%	+$95.5K	2.6%	11
2019 Q3	$3.56M	Buy	24,027 +1,322	+6%	+$198K	2.6%	11
2019 Q2	$3.39M	Buy	22,705 +879	+4%	+$128K	2.61%	10
2019 Q1	$3.12M	Buy	21,826 +2,290	+12%	+$308K	2.59%	11
2018 Q4	$2.34M	Buy	+19,536	New	+$2.51M	2.27%	13

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

Wolff Financial Management's VOT Position: Q2 2026 in Review

Wolff Financial Management increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 5.9% in Q2 2026, buying an estimated $695K and bringing the position to 43,491 shares worth $13.3M. The position accounts for 2.66% of the portfolio, ranked #11.

Wolff Financial Management first reported a position in VOT in Q4 2018 and has held it in 27 quarters since. 200 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Wolff Financial Management held 43,491 shares of Vanguard Mid-Cap Growth ETF worth $13.3M as of Q2 2026.
Wolff Financial Management bought 2,408 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $695K.
Vanguard Mid-Cap Growth ETF made up 2.66% of Wolff Financial Management's portfolio in Q2 2026, its #11 holding.
Wolff Financial Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2018 and has held it in 27 quarters since.
200 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.