MJT & Associates Financial Advisory Group, Inc. VOT VANGUARD MID-CAP GROWTH ETF

Ownership history in MJT & Associates Financial Advisory Group, Inc.  ·  6 quarters on record

AI Ownership Summary

MJT & Associates Financial Advisory Group, Inc. reported VANGUARD MID-CAP GROWTH ETF (VOT) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 1.52% in 2025 Q3. The latest visible filing shows VOT at 1.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VOT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MJT & Associates Financial Advisory Group, Inc.'s position in VANGUARD MID-CAP GROWTH ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VOT was reported at 1.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.52% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MJT & Associates Financial Advisory Group, Inc. held VOT — position size vs. price
% of Fund (quarterly)    VOT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 6,040 -18 -0.3% 1.22% $1.8M 2026-07-06 $304.59
2026 Q1 REDUCED 6,058 -294 -4.6% 1.14% $1.6M 2026-04-02 $261.07
2025 Q4 UNCHANGED 6,352 0% 1.32% $1.8M 2026-02-10 $274.52
2025 Q3 REDUCED 6,352 -8 -0.1% 1.52% $1.9M 2025-10-15 $291.05
2025 Q2 REDUCED 6,360 -7 -0.1% 0.00% $3K 2025-07-16 $282.41
2025 Q1 INITIATED 6,367 1.50% $1.6M 2025-05-07 $251.58

FAQ About MJT & Associates Financial Advisory Group, Inc. and VOT

These are the practical questions this page is built to answer before you even open the full history table.

How long has MJT & Associates Financial Advisory Group, Inc. reported owning VOT?

MJT & Associates Financial Advisory Group, Inc. reported VOT across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported VOT position in MJT & Associates Financial Advisory Group, Inc.'s portfolio?

The largest reported portfolio weight for VOT was 1.52% in 2025 Q3.

What is the latest reported VOT position on this page?

The most recent filing on this page is 2026 Q2, when MJT & Associates Financial Advisory Group, Inc. reported 6,040 shares, equal to 1.22% of portfolio, with an estimated market value of $1.8M.

What does the chart on this VOT ownership page compare?

The chart compares MJT & Associates Financial Advisory Group, Inc.'s quarterly VOT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MJT & Associates Financial Advisory Group, Inc. time their VOT position?

Based on 13F filing dates vs. subsequent VOT price moves, MJT & Associates Financial Advisory Group, Inc. correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on VOT relative to SPY over the holding period was -9.2%.

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