1834 Investment Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

1834 Investment Advisors’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	$2.43M	Buy	7,926 +1,533	+24%	+$442K	0.28%	84
2026 Q1	$1.65M	Buy	6,393 +509	+9%	+$140K	0.21%	89
2025 Q4	$1.64M	Buy	5,884 +1,310	+29%	+$375K	0.21%	92
2025 Q3	$1.34M	Buy	4,574 +144	+3%	+$41.5K	0.16%	96
2025 Q2	$1.26M	Sell	4,430 -19	-0.4%	-$4.9K	0.16%	102
2025 Q1	$1.09M	Sell	4,449 -569	-11%	-$148K	0.14%	103
2024 Q4	$1.27M	Buy	5,018 +192	+4%	+$49.4K	0.16%	101
2024 Q3	$1.17M	Buy	4,826 +1,209	+33%	+$282K	0.14%	109
2024 Q2	$830K	Buy	3,617 +773	+27%	+$177K	0.1%	130
2024 Q1	$671K	Buy	2,844 +58	+2%	+$13K	0.08%	145
2023 Q4	$612K	Sell	2,786 -7	-0.3%	-$1.4K	0.07%	150
2023 Q3	$544K	Buy	2,793 +118	+4%	+$24.1K	0.07%	159
2023 Q2	$550K	Sell	2,675 -155	-5%	-$30K	0.07%	163
2023 Q1	$552K	Buy	+2,830	New	+$542K	0.07%	169
2022 Q3	–	Sell	-754	Closed	-$132K	–	441
2022 Q2	$132K	Buy	754 +700	+1,296%	+$136K	0.02%	214
2022 Q1	$12K	Sell	54 -6	-10%	-$1.32K	﹤0.01%	344
2021 Q4	$15K	Hold	60	–	–	﹤0.01%	352
2021 Q3	$14K	Hold	60	–	–	﹤0.01%	372
2021 Q2	$14K	Hold	60	–	–	﹤0.01%	393
2021 Q1	$13K	Hold	60	–	–	﹤0.01%	366
2020 Q4	$13K	Hold	60	–	–	﹤0.01%	355
2020 Q3	$11K	Hold	60	–	–	﹤0.01%	335
2020 Q2	$10K	Hold	60	–	–	﹤0.01%	331
2020 Q1	$8K	Hold	60	–	–	﹤0.01%	342
2019 Q4	$10K	Buy	60 +51	+567%	+$7.78K	﹤0.01%	381
2019 Q3	$1K	Sell	9 -162	-95%	-$24.3K	﹤0.01%	448
2019 Q2	$26K	Buy	+171	New	+$24.9K	﹤0.01%	322

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

1834 Investment Advisors's VOT Position: Q2 2026 in Review

1834 Investment Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 24% in Q2 2026, buying an estimated $442K and bringing the position to 7,926 shares worth $2.43M. The position accounts for 0.28% of the portfolio, ranked #84.

1834 Investment Advisors first reported a position in VOT in Q2 2019 and has held it in 27 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

1834 Investment Advisors held 7,926 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.43M as of Q2 2026.
1834 Investment Advisors bought 1,533 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $442K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.28% of 1834 Investment Advisors's portfolio in Q2 2026, its #84 holding.
1834 Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2019 and has held it in 27 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.