Advanced Asset Management Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Advanced Asset Management 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	$8.47K	Hold	28	–	–	﹤0.01%	78
2026 Q1	$7.11K	Hold	28	–	–	﹤0.01%	72
2025 Q4	$7.69K	Hold	28	–	–	﹤0.01%	75
2025 Q3	$8.1K	Buy	28 +6	+27%	+$1.73K	﹤0.01%	77
2025 Q2	$6.26K	Buy	22 +15	+214%	+$3.87K	﹤0.01%	79
2025 Q1	$1.67K	Buy	+7	New	+$1.82K	﹤0.01%	83
2023 Q3	–	Sell	-57	Closed	-$11.8K	–	96
2023 Q2	$11.8K	Hold	57	–	–	﹤0.01%	86
2023 Q1	$11.1K	Buy	57 +27	+90%	+$5.17K	﹤0.01%	86
2022 Q4	$5.41K	Buy	+30	New	+$5.44K	﹤0.01%	186
2019 Q1	–	Sell	-63,500	Closed	-$7.6M	–	120
2018 Q4	$7.6M	Hold	63,500	–	–	2.43%	8
2018 Q3	$9.05M	Hold	63,500	–	–	3.28%	7
2018 Q2	$8.54M	Hold	63,500	–	–	2.75%	8
2018 Q1	$8.23M	Hold	63,500	–	–	2.73%	8
2017 Q4	$8.11M	Buy	+63,500	New	+$7.96M	2.67%	8

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

Advanced Asset Management Advisors's VOT Position: Q2 2026 in Review

Advanced Asset Management Advisors held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 28 shares worth $8.47K. The position accounts for ﹤0.01% of the portfolio, ranked #78.

Advanced Asset Management Advisors first reported a position in VOT in Q4 2017 and has held it in 14 quarters since. The position peaked at $9.05M in Q3 2018. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Advanced Asset Management Advisors held 28 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $8.47K as of Q2 2026.
Advanced Asset Management Advisors left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Advanced Asset Management Advisors's portfolio in Q2 2026, its #78 holding.
Advanced Asset Management Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2017 and has held it in 14 quarters since.
Advanced Asset Management Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $9.05M in Q3 2018.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.