Cary Street Partners Investment Advisory’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Cary Street Partners Investment Advisory’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	$4.35M	Buy	14,211 +3,867	+37%	+$1.12M	0.88%	25
2026 Q1	$2.66M	Buy	10,344 +2,744	+36%	+$753K	0.68%	33
2025 Q4	$2.12M	Buy	+7,600	New	+$2.18M	0.57%	42
2024 Q4	–	Sell	-22,777	Closed	-$5.55M	–	774
2024 Q3	$5.55M	Buy	22,777 +9,484	+71%	+$2.21M	0.2%	122
2024 Q2	$3.05M	Sell	13,293 -652	-5%	-$150K	0.12%	185
2024 Q1	$3.29M	Hold	13,945	–	–	0.14%	169
2023 Q4	$3.06M	Sell	13,945 -874	-6%	-$175K	0.15%	170
2023 Q3	$2.89M	Buy	14,819 +2,703	+22%	+$552K	0.16%	168
2023 Q2	$2.49M	Buy	12,116 +1,222	+11%	+$237K	0.16%	159
2023 Q1	$2.12M	Buy	10,894 +282	+3%	+$54K	0.15%	159
2022 Q4	$1.91M	Sell	10,612 -18	-0.2%	-$3.26K	0.14%	169
2022 Q3	$1.81M	Buy	10,630 +3,138	+42%	+$594K	0.15%	158
2022 Q2	$1.31M	Sell	7,492 -86	-1%	-$16.6K	0.11%	186
2022 Q1	$1.69M	Buy	7,578 +342	+5%	+$75.5K	0.46%	62
2021 Q4	$1.84M	Buy	7,236 +308	+4%	+$77.6K	0.51%	61
2021 Q3	$1.64M	Sell	6,928 -844	-11%	-$204K	0.54%	58
2021 Q2	$1.84M	Buy	7,772 +321	+4%	+$72K	0.59%	53
2021 Q1	$1.6M	Buy	7,451 +368	+5%	+$79.8K	0.66%	44
2020 Q4	$1.5M	Buy	7,083 +592	+9%	+$117K	0.29%	91
2020 Q3	$1.17M	Buy	6,491 +974	+18%	+$172K	0.25%	116
2020 Q2	$910K	Buy	5,517 +10	+0.2%	+$1.51K	1.29%	19
2020 Q1	$697K	Hold	5,507	–	–	1.63%	17
2019 Q4	$874K	Buy	+5,507	New	+$840K	0.96%	31
2018 Q4	$652K	Buy	+5,454	New	+$700K	0.63%	28

Other funds holding VOT

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cary Street Partners Investment Advisory's VOT Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 37% in Q2 2026, buying an estimated $1.12M and bringing the position to 14,211 shares worth $4.35M. The position accounts for 0.88% of the portfolio, ranked #25.

Cary Street Partners Investment Advisory first reported a position in VOT in Q4 2018 and has held it in 24 quarters since. The position peaked at $5.55M in Q3 2024. 850 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Cary Street Partners Investment Advisory held 14,211 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $4.35M as of Q2 2026.
Cary Street Partners Investment Advisory bought 3,867 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.12M.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.88% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #25 holding.
Cary Street Partners Investment Advisory first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2018 and has held it in 24 quarters since.
Cary Street Partners Investment Advisory's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $5.55M in Q3 2024.
850 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.