World Equity Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

World Equity Group’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	$994K	Buy	3,402 +407	+14%	+$122K	0.41%	52
2026 Q2	$917K	Buy	2,995 +85	+3%	+$24.5K	0.21%	108
2026 Q1	$749K	Buy	2,910 +195	+7%	+$53.5K	0.19%	122
2025 Q4	$758K	Sell	2,715 -3,309	-55%	-$947K	0.21%	114
2025 Q3	$1.77M	Buy	6,024 +78	+1%	+$22.5K	0.4%	54
2025 Q2	$1.69M	Sell	5,946 -4,626	-44%	-$1.19M	0.46%	45
2025 Q1	$2.59M	Buy	10,572 +8,250	+355%	+$2.15M	0.74%	28
2024 Q4	$589K	Buy	2,322 +1,498	+182%	+$386K	0.13%	169
2024 Q3	$201K	Buy	+824	New	+$192K	0.07%	251
2023 Q2	–	Sell	-5,763	Closed	-$441K	–	560
2023 Q1	$441K	Buy	+5,763	New	+$1.1M	0.07%	304

Other funds holding VOT

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

World Equity Group's VOT Position: Q3 2026 in Review

World Equity Group increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 14% in Q3 2026, buying an estimated $122K and bringing the position to 3,402 shares worth $994K. The position accounts for 0.41% of the portfolio, ranked #52.

World Equity Group first reported a position in VOT in Q1 2023 and has held it in 10 quarters since. The position peaked at $2.59M in Q1 2025. 264 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

World Equity Group held 3,402 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $994K as of Q3 2026.
World Equity Group bought 407 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $122K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.41% of World Equity Group's portfolio in Q3 2026, its #52 holding.
World Equity Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2023 and has held it in 10 quarters since.
World Equity Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.59M in Q1 2025.
264 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.