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

Arkadios Wealth 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	$2.77M	Sell	9,040 -379	-4%	-$109K	0.04%	422
2026 Q1	$2.42M	Buy	9,419 +2,336	+33%	+$641K	0.04%	442
2025 Q4	$1.98M	Buy	7,083 +657	+10%	+$188K	0.04%	453
2025 Q3	$1.89M	Buy	6,426 +668	+12%	+$193K	0.05%	414
2025 Q2	$1.64M	Buy	5,758 +425	+8%	+$110K	0.05%	401
2025 Q1	$1.3M	Buy	5,333 +400	+8%	+$104K	0.05%	385
2024 Q4	$1.25M	Sell	4,933 -19	-0.4%	-$4.89K	0.07%	285
2024 Q3	$1.21M	Buy	4,952 +47	+1%	+$10.9K	0.07%	282
2024 Q2	$1.13M	Buy	4,905 +3,928	+402%	+$901K	0.08%	255
2024 Q1	$230K	Sell	977 -3	-0.3%	-$672	0.02%	618
2023 Q4	$215K	Buy	+980	New	+$196K	0.02%	632
2021 Q4	–	Sell	-670	Closed	-$158K	–	1750
2021 Q3	$158K	Sell	670 -270	-29%	-$65.4K	0.02%	569
2021 Q2	$222K	Buy	940 +33	+4%	+$7.4K	0.03%	509
2021 Q1	$194K	Buy	907 +70	+8%	+$15.2K	0.03%	420
2020 Q4	$177K	Buy	837 +767	+1,096%	+$151K	0.04%	343
2020 Q3	$13.3K	Hold	70	–	–	0.01%	683
2020 Q2	$11.8K	Hold	70	–	–	0.01%	651
2020 Q1	$8.87K	Hold	70	–	–	0.01%	664
2019 Q4	$11.8K	Buy	+70	New	+$10.7K	0.01%	556

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

Arkadios Wealth Advisors's VOT Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4% in Q2 2026, selling an estimated $109K and leaving 9,040 shares worth $2.77M. The position accounts for 0.04% of the portfolio, ranked #422.

Arkadios Wealth Advisors first reported a position in VOT in Q4 2019 and has held it in 19 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Arkadios Wealth Advisors held 9,040 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.77M as of Q2 2026.
Arkadios Wealth Advisors sold 379 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $109K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #422 holding.
Arkadios Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 19 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.