Bay Harbor Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Bay Harbor Wealth Management’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	$13.2K	Buy	43 +2	+5%	+$577	﹤0.01%	237
2026 Q1	$10.6K	Buy	41 +6	+17%	+$1.65K	﹤0.01%	215
2025 Q4	$9.77K	Buy	+35	New	+$10K	﹤0.01%	183
2021 Q4	–	Sell	-84	Closed	-$20K	–	215
2021 Q3	$20K	Sell	84 -16	-16%	-$3.87K	0.01%	138
2021 Q2	$24K	Hold	100	–	–	0.01%	153
2021 Q1	$21K	Hold	100	–	–	0.01%	174
2020 Q4	$21K	Hold	100	–	–	0.01%	204
2020 Q3	$18K	Hold	100	–	–	0.01%	209
2020 Q2	$17K	Buy	+100	New	+$15.1K	0.01%	203

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 Harbor Wealth Management's VOT Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4.9% in Q2 2026, buying an estimated $577 and bringing the position to 43 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Bay Harbor Wealth Management first reported a position in VOT in Q2 2020 and has held it in 9 quarters since. The position peaked at $24K in Q2 2021. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Bay Harbor Wealth Management held 43 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $13.2K as of Q2 2026.
Bay Harbor Wealth Management bought 2 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $577.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #237 holding.
Bay Harbor Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2020 and has held it in 9 quarters since.
Bay Harbor Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $24K in Q2 2021.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.