AAS
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Ameritas Advisory Services’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Ameritas Advisory Services’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 		$4.33M Sell
16,842
-7,145
-30% -$1.96M 0.17% 127
2025
Q4 		$6.7M Buy
23,987
+20,699
+630% +$5.92M 0.25% 92
2025
Q3 		$966K Buy
3,288
+775
+31% +$224K 0.06% 257
2025
Q2 		$715K Sell
2,513
-1,103
-31% -$284K 0.04% 422
2025
Q1 		$912K Buy
3,616
+244
+7% +$63.4K 0.04% 421
2024
Q4 		$856K Sell
3,372
-881
-21% -$227K 0.03% 460
2024
Q3 		$1.04M Sell
4,253
-2,014
-32% -$469K 0.04% 374
2024
Q2 		$1.44M Sell
6,267
-106
-2% -$24.3K 0.05% 321
2024
Q1 		$1.44M Buy
6,373
+1,549
+32% +$347K 0.06% 299
2023
Q4 		$1.08M Buy
4,824
+646
+15% +$129K 0.06% 269
2023
Q3 		$807K Buy
4,178
+62
+2% +$12.7K 0.04% 382
2023
Q2 		$837K Buy
4,116
+653
+19% +$127K 0.11% 210
2023
Q1 		$674K Sell
3,463
-1,296
-27% -$248K 0.03% 409
2022
Q4 		$855K Buy
4,759
+344
+8% +$62.3K 0.04% 393
2022
Q3 		$753K Sell
4,415
-2,728
-38% -$516K 0.05% 341
2022
Q2 		$1.25M Buy
7,143
+2,909
+69% +$563K 0.07% 253
2022
Q1 		$943K Sell
4,234
-65
-2% -$14.3K 0.03% 349
2021
Q4 		$1.09M Buy
+4,299
New +$1.08M 0.04% 317

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
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

Ameritas Advisory Services's VOT Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 30% in Q1 2026, selling an estimated $1.96M and leaving 16,842 shares worth $4.33M. The position accounts for 0.17% of the portfolio, ranked #127.

Ameritas Advisory Services first reported a position in VOT in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.7M in Q4 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Ameritas Advisory Services held 16,842 shares of Vanguard Mid-Cap Growth ETF worth $4.33M as of Q1 2026.
  • Ameritas Advisory Services sold 7,145 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $1.96M.
  • Vanguard Mid-Cap Growth ETF made up 0.17% of Ameritas Advisory Services's portfolio in Q1 2026, its #127 holding.
  • Ameritas Advisory Services first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Ameritas Advisory Services's Vanguard Mid-Cap Growth ETF position peaked at $6.7M in Q4 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.