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

Arbor Investment 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	$281K	Hold	919	–	–	0.03%	115
2026 Q1	$237K	Hold	919	–	–	0.03%	102
2025 Q4	$257K	Hold	919	–	–	0.03%	97
2025 Q3	$270K	Hold	919	–	–	0.03%	107
2025 Q2	$261K	Hold	919	–	–	0.03%	93
2025 Q1	$225K	Hold	919	–	–	0.03%	104
2024 Q4	$233K	Hold	919	–	–	0.03%	99
2024 Q3	$224K	Hold	919	–	–	0.03%	108
2024 Q2	$211K	Hold	919	–	–	0.03%	99
2024 Q1	$217K	Hold	919	–	–	0.03%	110
2023 Q4	$202K	Buy	+919	New	+$184K	0.03%	103
2022 Q2	–	Sell	-919	Closed	-$205K	–	117
2022 Q1	$205K	Hold	919	–	–	0.04%	117
2021 Q4	$234K	Hold	919	–	–	0.04%	103
2021 Q3	$217K	Hold	919	–	–	0.04%	98
2021 Q2	$217K	Buy	+919	New	+$206K	0.05%	100

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

Arbor Investment Advisors's VOT Position: Q2 2026 in Review

Arbor Investment Advisors held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 919 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #115.

Arbor Investment Advisors first reported a position in VOT in Q2 2021 and has held it in 15 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Arbor Investment Advisors held 919 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $281K as of Q2 2026.
Arbor Investment Advisors left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of Arbor Investment Advisors's portfolio in Q2 2026, its #115 holding.
Arbor Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2021 and has held it in 15 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.