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

Aire 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	$27.5M	Buy	89,854 +1,447	+2%	+$417K	4.48%	3
2026 Q1	$22.8M	Buy	88,407 +1,332	+2%	+$366K	4.16%	4
2025 Q4	$24.3M	Buy	87,075 +413	+0.5%	+$118K	4.44%	3
2025 Q3	$25.5M	Buy	86,662 +494	+0.6%	+$143K	4.62%	3
2025 Q2	$24.5M	Sell	86,168 -1,023	-1%	-$264K	4.75%	3
2025 Q1	$21.3M	Sell	87,191 -95	-0.1%	-$24.7K	4.49%	3
2024 Q4	$22.1M	Buy	87,286 +476	+0.5%	+$123K	4.56%	3
2024 Q3	$21.1M	Sell	86,810 -1,208	-1%	-$281K	4.68%	3
2024 Q2	$20.2M	Sell	88,018 -913	-1%	-$209K	4.6%	3
2024 Q1	$21M	Sell	88,931 -11	-0%	-$2.46K	4.73%	4
2023 Q4	$19.6M	Buy	88,942 +596	+0.7%	+$119K	4.85%	4
2023 Q3	$17.2M	Buy	88,346 +602	+0.7%	+$123K	4.61%	4
2023 Q2	$18.1M	Sell	87,744 -881	-1%	-$171K	4.75%	4
2023 Q1	$17.3M	Buy	88,625 +5,197	+6%	+$995K	4.83%	4
2022 Q4	$15M	Buy	83,428 +6,694	+9%	+$1.21M	4.59%	7
2022 Q3	$13.1M	Buy	76,734 +4,665	+6%	+$883K	4.51%	5
2022 Q2	$12.7M	Buy	72,069 +9,525	+15%	+$1.84M	4.51%	6
2022 Q1	$13.9M	Buy	62,544 +5,541	+10%	+$1.22M	4.96%	4
2021 Q4	$14.5M	Buy	+57,003	New	+$14.4M	6.27%	4

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

Aire Advisors's VOT Position: Q2 2026 in Review

Aire Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.6% in Q2 2026, buying an estimated $417K and bringing the position to 89,854 shares worth $27.5M. The position accounts for 4.48% of the portfolio, ranked #3.

Aire Advisors first reported a position in VOT in Q4 2021 and has held it in 19 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Aire Advisors held 89,854 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $27.5M as of Q2 2026.
Aire Advisors bought 1,447 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $417K.
Vanguard Morningstar Mid-Cap Growth ETF made up 4.48% of Aire Advisors's portfolio in Q2 2026, its #3 holding.
Aire Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Aire Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.