Cetera Investment Advisers
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Cetera Investment Advisers’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Cetera Investment Advisers’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
Q1 		$53.1M Sell
206,140
-18,405
-8% -$5.05M 0.06% 353
2025
Q4 		$62.7M Buy
224,545
+1,693
+0.8% +$485K 0.07% 271
2025
Q3 		$65.5M Buy
222,852
+57,457
+35% +$16.6M 0.08% 245
2025
Q2 		$47M Sell
165,395
-57,463
-26% -$14.8M 0.08% 253
2025
Q1 		$54.5M Buy
222,858
+32,988
+17% +$8.58M 0.11% 196
2024
Q4 		$48.2M Buy
189,870
+3,103
+2% +$799K 0.1% 205
2024
Q3 		$45.5M Buy
186,767
+1,707
+0.9% +$398K 0.1% 201
2024
Q2 		$42.5M Buy
185,060
+8,218
+5% +$1.88M 0.1% 201
2024
Q1 		$41.7M Buy
176,842
+67,235
+61% +$15.1M 0.1% 204
2023
Q4 		$24.1M Sell
109,607
-3,105
-3% -$621K 0.2% 95
2023
Q3 		$22M Buy
112,712
+11,347
+11% +$2.32M 0.19% 101
2023
Q2 		$20.9M Buy
101,365
+3,686
+4% +$714K 0.18% 114
2023
Q1 		$19M Buy
97,679
+4,454
+5% +$853K 0.17% 119
2022
Q4 		$16.8M Buy
93,225
+6,226
+7% +$1.13M 0.16% 126
2022
Q3 		$14.8M Sell
86,999
-1,198
-1% -$227K 0.3% 73
2022
Q2 		$15.5M Buy
88,197
+3,716
+4% +$719K 0.25% 81
2022
Q1 		$18.8M Sell
84,481
-18,202
-18% -$4.02M 0.27% 72
2021
Q4 		$26.1M Buy
102,683
+5,372
+6% +$1.35M 0.37% 48
2021
Q3 		$23M Buy
97,311
+19,307
+25% +$4.67M 0.37% 48
2021
Q2 		$18.4M Sell
78,004
-76,607
-50% -$17.2M 0.3% 69
2021
Q1 		$33.2M Buy
154,611
+12,311
+9% +$2.67M 0.65% 21
2020
Q4 		$30.2M Buy
142,300
+99,833
+235% +$19.7M 0.6% 22
2020
Q3 		$7.65M Buy
42,467
+8,695
+26% +$1.53M 0.63% 30
2020
Q2 		$5.58M Sell
33,772
-4,104
-11% -$621K 0.52% 38
2020
Q1 		$4.2M Sell
37,876
-1,155
-3% -$175K 0.51% 49
2019
Q4 		$6.2M Buy
39,031
+3,905
+11% +$596K 0.62% 36
2019
Q3 		$5.19M Buy
35,126
+1,447
+4% +$217K 0.63% 34
2019
Q2 		$5.02M Sell
33,679
-3,731
-10% -$544K 0.65% 34
2019
Q1 		$5.36M Buy
37,410
+13,403
+56% +$1.8M 0.76% 23
2018
Q4 		$2.87M Sell
24,007
-149
-0.6% -$19.1K 0.47% 53
2018
Q3 		$3.46M Buy
24,156
+1,768
+8% +$248K 0.5% 52
2018
Q2 		$3M Buy
22,388
+1,210
+6% +$161K 0.53% 46
2018
Q1 		$2.76M Buy
21,178
+2,559
+14% +$336K 0.52% 50
2017
Q4 		$2.4M Buy
18,619
+1,243
+7% +$156K 0.44% 63
2017
Q3 		$2.12M Sell
17,376
-338
-2% -$40.3K 0.47% 54
2017
Q2 		$2.09M Sell
17,714
-1,528
-8% -$178K 0.51% 52
2017
Q1 		$2.18M Buy
19,242
+997
+5% +$111K 0.6% 45
2016
Q4 		$1.93M Buy
18,245
+1,826
+11% +$192K 0.64% 36
2016
Q3 		$1.75M Sell
16,419
-107
-0.6% -$11.3K 0.75% 38
2016
Q2 		$1.69M Sell
16,526
-780
-5% -$78.8K 0.66% 38
2016
Q1 		$1.75M Sell
17,306
-41
-0.2% -$3.83K 0.76% 34
2015
Q4 		$1.71M Buy
+17,347
New +$1.76M 0.78% 29

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Cetera Investment Advisers's VOT Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 8.2% in Q1 2026, selling an estimated $5.05M and leaving 206,140 shares worth $53.1M. The position accounts for 0.06% of the portfolio, ranked #353.

Cetera Investment Advisers first reported a position in VOT in Q4 2015 and has held it in 42 quarters since. The position peaked at $65.5M in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Cetera Investment Advisers held 206,140 shares of Vanguard Mid-Cap Growth ETF worth $53.1M as of Q1 2026.
  • Cetera Investment Advisers sold 18,405 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $5.05M.
  • Vanguard Mid-Cap Growth ETF made up 0.06% of Cetera Investment Advisers's portfolio in Q1 2026, its #353 holding.
  • Cetera Investment Advisers first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2015 and has held it in 42 quarters since.
  • Cetera Investment Advisers's Vanguard Mid-Cap Growth ETF position peaked at $65.5M in Q3 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.