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Advisor OS’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Advisor OS’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 		$214K Buy
+698
New +$201K 0.01% 547
2025
Q2 		– Sell
-2,292
Closed -$561K – 486
2025
Q1 		$561K Buy
+2,292
New +$596K 0.06% 220

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisor OS's VOT Position: Q2 2026 in Review

Advisor OS opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 698 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #547 among its holdings. This is a return to the name: Advisor OS previously reported a position in VOT as recently as Q1 2025.

Advisor OS first reported a position in VOT in Q1 2025 and has held it in 2 quarters since. The position peaked at $561K in Q1 2025. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Advisor OS held 698 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $214K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new Advisor OS position in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Advisor OS's portfolio in Q2 2026, its #547 holding.
  • Advisor OS first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2025 and has held it in 2 quarters since.
  • Advisor OS's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $561K in Q1 2025.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.