Advisory Alpha’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Advisory Alpha’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 Q1	$12.9M	Buy	49,979 +3,492	+8%	+$958K	0.35%	50
2025 Q4	$13M	Buy	46,487 +84	+0.2%	+$24K	0.35%	49
2025 Q3	$13.7M	Buy	46,403 +3,470	+8%	+$1M	0.38%	47
2025 Q2	$12.2M	Buy	42,933 +1,494	+4%	+$385K	0.38%	47
2025 Q1	$10.1M	Sell	41,439 -3,444	-8%	-$896K	0.34%	50
2024 Q4	$11.4M	Sell	44,883 -783	-2%	-$202K	0.41%	43
2024 Q3	$11.1M	Buy	45,666 +475	+1%	+$111K	0.4%	42
2024 Q2	$10.4M	Buy	45,191 +18,058	+67%	+$4.14M	0.41%	39
2024 Q1	$6.4M	Buy	27,133 +12,580	+86%	+$2.82M	0.26%	53
2023 Q4	$3.2M	Sell	14,553 -518	-3%	-$104K	0.15%	88
2023 Q3	$2.94M	Buy	15,071 +3	+0%	+$612	0.15%	82
2023 Q2	$3.1M	Sell	15,068 -245	-2%	-$47.5K	0.16%	81
2023 Q1	$2.98M	Sell	15,313 -2,017	-12%	-$386K	0.19%	67
2022 Q4	$3.12M	Buy	17,330 +406	+2%	+$73.6K	0.22%	55
2022 Q3	$2.89M	Buy	16,924 +411	+2%	+$77.8K	0.22%	61
2022 Q2	$2.9M	Buy	16,513 +2,535	+18%	+$491K	0.22%	54
2022 Q1	$3.11M	Buy	13,978 +2,093	+18%	+$462K	0.2%	54
2021 Q4	$3.03M	Buy	11,885 +664	+6%	+$167K	0.18%	63
2021 Q3	$2.65M	Buy	11,221 +1,074	+11%	+$260K	0.18%	60
2021 Q2	$2.4M	Buy	10,147 +714	+8%	+$160K	0.2%	66
2021 Q1	$2.02M	Buy	+9,433	New	+$2.05M	0.2%	57
2020 Q4	–	Sell	-521	Closed	-$97K	–	636
2020 Q3	$97K	Buy	+521	New	+$91.9K	0.02%	147
2020 Q2	–	Sell	-300	Closed	-$42.2K	–	600
2020 Q1	$42.2K	Sell	300 -378	-56%	-$57.4K	0.01%	226
2019 Q4	$111K	Buy	678 +74	+12%	+$11.3K	0.03%	195
2019 Q3	$88K	Buy	+604	New	+$90.5K	0.03%	186
2019 Q2	–	Sell	-540	Closed	-$78.4K	–	625
2019 Q1	$78.4K	Buy	+540	New	+$72.6K	0.03%	182
2017 Q4	–	Sell	-60,832	Closed	-$7.58M	–	151
2017 Q3	$7.58M	Buy	60,832 +1,815	+3%	+$216K	2.12%	18
2017 Q2	$7.01M	Buy	59,017 +2,477	+4%	+$288K	2.03%	17
2017 Q1	$6.39M	Sell	56,540 -1,020	-2%	-$113K	2.21%	17
2016 Q4	$6.46M	Buy	+57,560	New	+$6.04M	2.61%	16

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Advisory Alpha's VOT Position: Q1 2026 in Review

Advisory Alpha increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 7.5% in Q1 2026, buying an estimated $958K and bringing the position to 49,979 shares worth $12.9M. The position accounts for 0.35% of the portfolio, ranked #50.

Advisory Alpha first reported a position in VOT in Q4 2016 and has held it in 30 quarters since. The position peaked at $13.7M in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Advisory Alpha held 49,979 shares of Vanguard Mid-Cap Growth ETF worth $12.9M as of Q1 2026.
Advisory Alpha bought 3,492 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $958K.
Vanguard Mid-Cap Growth ETF made up 0.35% of Advisory Alpha's portfolio in Q1 2026, its #50 holding.
Advisory Alpha first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2016 and has held it in 30 quarters since.
Advisory Alpha's Vanguard Mid-Cap Growth ETF position peaked at $13.7M in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.