WEG
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World Equity Group’s Vanguard 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
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

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
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
KL
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
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

World Equity Group's VOT Position: Q2 2026 in Review

World Equity Group increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 2.9% in Q2 2026, buying an estimated $24.5K and bringing the position to 2,995 shares worth $917K. The position accounts for 0.21% of the portfolio, ranked #108.

World Equity Group first reported a position in VOT in Q1 2023 and has held it in 9 quarters since. The position peaked at $2.59M in Q1 2025. 252 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • World Equity Group held 2,995 shares of Vanguard Mid-Cap Growth ETF worth $917K as of Q2 2026.
  • World Equity Group bought 85 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $24.5K.
  • Vanguard Mid-Cap Growth ETF made up 0.21% of World Equity Group's portfolio in Q2 2026, its #108 holding.
  • World Equity Group first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2023 and has held it in 9 quarters since.
  • World Equity Group's Vanguard Mid-Cap Growth ETF position peaked at $2.59M in Q1 2025.
  • 252 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.