ACA
VOT icon

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

Aptus Capital 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 		$399K Buy
1,303
+805
+162% +$232K ﹤0.01% 853
2026
Q1 		$128K Buy
498
+25
+5% +$6.86K ﹤0.01% 1091
2025
Q4 		$132K Buy
473
+1
+0.2% +$286 ﹤0.01% 1109
2025
Q3 		$139K Buy
472
+27
+6% +$7.79K ﹤0.01% 1050
2025
Q2 		$127K Buy
445
+146
+49% +$37.6K ﹤0.01% 1029
2025
Q1 		$73.2K Sell
299
-43
-13% -$11.2K ﹤0.01% 1057
2024
Q4 		$86.9K Buy
342
+45
+15% +$11.6K ﹤0.01% 1034
2024
Q3 		$72.3K Buy
297
+192
+183% +$44.7K ﹤0.01% 891
2024
Q2 		$24.3K Sell
105
-13,290
-99% -$3.05M ﹤0.01% 961
2024
Q1 		$3.16M Buy
13,395
+769
+6% +$172K 0.06% 237
2023
Q4 		$2.77M Buy
12,626
+6,182
+96% +$1.24M 0.08% 188
2023
Q3 		$1.26M Buy
6,444
+5,029
+355% +$1.03M 0.03% 279
2023
Q2 		$291K Sell
1,415
-420
-23% -$81.4K 0.01% 418
2023
Q1 		$358K Buy
1,835
+1,623
+766% +$311K 0.01% 360
2022
Q4 		$38.1K Hold
212
– – ﹤0.01% 616
2022
Q3 		$36K Sell
212
-67
-24% -$12.7K ﹤0.01% 575
2022
Q2 		$49K Hold
279
– – ﹤0.01% 474
2022
Q1 		$62K Hold
279
– – ﹤0.01% 498
2021
Q4 		$71K Hold
279
– – ﹤0.01% 407
2021
Q3 		$66K Sell
279
-8
-3% -$1.94K ﹤0.01% 398
2021
Q2 		$68K Buy
+287
New +$64.4K ﹤0.01% 415
2020
Q4 		– Sell
-558
Closed -$100K – 537
2020
Q3 		$100K Buy
558
+279
+100% +$49.2K 0.01% 330
2020
Q2 		$46K Hold
279
– – ﹤0.01% 329
2020
Q1 		$35K Hold
279
– – ﹤0.01% 325
2019
Q4 		$44K Buy
+279
New +$42.6K ﹤0.01% 402

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Aptus Capital Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 162% in Q2 2026, buying an estimated $232K and bringing the position to 1,303 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Aptus Capital Advisors first reported a position in VOT in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.16M in Q1 2024. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Aptus Capital Advisors held 1,303 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $399K as of Q2 2026.
  • Aptus Capital Advisors bought 805 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $232K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #853 holding.
  • Aptus Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • Aptus Capital Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $3.16M in Q1 2024.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.