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

Advisors Capital Management’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	$11.7M	Buy	38,126 +34,498	+951%	+$9.95M	0.12%	163
2026 Q1	$934K	Buy	3,628 +1,142	+46%	+$313K	0.01%	319
2025 Q4	$694K	Buy	2,486 +173	+7%	+$49.5K	0.01%	352
2025 Q3	$680K	Buy	2,313 +113	+5%	+$32.6K	0.01%	346
2025 Q2	$626K	Buy	2,200 +1,149	+109%	+$296K	0.01%	339
2025 Q1	$257K	Buy	1,051 +16	+2%	+$4.16K	﹤0.01%	458
2024 Q4	$263K	Buy	+1,035	New	+$266K	﹤0.01%	465

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

Advisors Capital Management's VOT Position: Q2 2026 in Review

Advisors Capital Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 951% in Q2 2026, buying an estimated $9.95M and bringing the position to 38,126 shares worth $11.7M. The position accounts for 0.12% of the portfolio, ranked #163.

Advisors Capital Management first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Advisors Capital Management held 38,126 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $11.7M as of Q2 2026.
Advisors Capital Management bought 34,498 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $9.95M.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.12% of Advisors Capital Management's portfolio in Q2 2026, its #163 holding.
Advisors Capital Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.