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Planning Strategies Inc.’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Planning Strategies Inc.’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 		$2.76K Buy
+9
New +$2.6K ﹤0.01% 514

Other funds holding VOT

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Planning Strategies Inc.'s VOT Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Vanguard Mid-Cap Growth ETF (VOT) in Q2 2026: 9 shares worth $2.76K. The stake represents ﹤0.01% of the portfolio and ranks #514 among its holdings.

483 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Planning Strategies Inc. held 9 shares of Vanguard Mid-Cap Growth ETF worth $2.76K as of Q2 2026.
  • Vanguard Mid-Cap Growth ETF was a new Planning Strategies Inc. position in Q2 2026.
  • Vanguard Mid-Cap Growth ETF made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #514 holding.
  • 483 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.