Bay Colony Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Bay Colony 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	$373K	Buy	1,217 +5	+0.4%	+$1.44K	0.04%	324
2026 Q1	$312K	Sell	1,212 -98	-7%	-$26.9K	0.04%	378
2025 Q4	$366K	Sell	1,310 -89	-6%	-$25.5K	0.04%	343
2025 Q3	$411K	Buy	1,399 +34	+2%	+$9.81K	0.05%	324
2025 Q2	$388K	Sell	1,365 -72	-5%	-$18.6K	0.05%	294
2025 Q1	$351K	Buy	1,437 +7	+0.5%	+$1.82K	0.05%	300
2024 Q4	$363K	Buy	1,430 +54	+4%	+$13.9K	0.05%	292
2024 Q3	$335K	Buy	1,376 +250	+22%	+$58.2K	0.05%	297
2024 Q2	$259K	Buy	1,126 +176	+19%	+$40.4K	0.04%	330
2024 Q1	$224K	Buy	+950	New	+$213K	0.04%	347
2018 Q3	–	Sell	-587	Closed	-$79K	–	875
2018 Q2	$79K	Buy	+587	New	+$78K	0.06%	293

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

Bay Colony Advisors's VOT Position: Q2 2026 in Review

Bay Colony Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.41% in Q2 2026, buying an estimated $1.44K and bringing the position to 1,217 shares worth $373K. The position accounts for 0.04% of the portfolio, ranked #324.

Bay Colony Advisors first reported a position in VOT in Q2 2018 and has held it in 11 quarters since. The position peaked at $411K in Q3 2025. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Bay Colony Advisors held 1,217 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $373K as of Q2 2026.
Bay Colony Advisors bought 5 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.44K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of Bay Colony Advisors's portfolio in Q2 2026, its #324 holding.
Bay Colony Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2018 and has held it in 11 quarters since.
Bay Colony Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $411K in Q3 2025.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.