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

Ally Invest 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	$9.07M	Buy	29,609 +828	+3%	+$239K	0.55%	17
2026 Q1	$7.41M	Buy	28,781 +338	+1%	+$92.8K	0.5%	18
2025 Q4	$7.94M	Buy	28,443 +781	+3%	+$224K	0.55%	16
2025 Q3	$8.13M	Buy	27,662 +2,448	+10%	+$706K	0.58%	16
2025 Q2	$7.17M	Sell	25,214 -182	-0.7%	-$46.9K	0.56%	16
2025 Q1	$6.21M	Buy	25,396 +2,013	+9%	+$523K	0.53%	16
2024 Q4	$5.93M	Buy	23,383 +2,932	+14%	+$755K	0.51%	16
2024 Q3	$4.98M	Buy	20,451 +11,365	+125%	+$2.65M	0.44%	18
2024 Q2	$2.09M	Buy	9,086 +1,017	+13%	+$233K	0.2%	22
2024 Q1	$1.9M	Buy	8,069 +1,211	+18%	+$271K	0.19%	22
2023 Q4	$1.51M	Buy	6,858 +1,426	+26%	+$285K	0.16%	23
2023 Q3	$1.06M	Buy	5,432 +1,693	+45%	+$346K	0.12%	26
2023 Q2	$769K	Buy	3,739 +1,020	+38%	+$198K	0.09%	25
2023 Q1	$530K	Buy	2,719 +764	+39%	+$146K	0.06%	27
2022 Q4	$351K	Buy	+1,955	New	+$354K	0.04%	25

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

Ally Invest Advisors's VOT Position: Q2 2026 in Review

Ally Invest Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2.9% in Q2 2026, buying an estimated $239K and bringing the position to 29,609 shares worth $9.07M. The position accounts for 0.55% of the portfolio, ranked #17.

Ally Invest Advisors first reported a position in VOT in Q4 2022 and has held it in 15 quarters since. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Ally Invest Advisors held 29,609 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $9.07M as of Q2 2026.
Ally Invest Advisors bought 828 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $239K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.55% of Ally Invest Advisors's portfolio in Q2 2026, its #17 holding.
Ally Invest Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Ally Invest Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.