Checchi Capital Advisers’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.53M | Buy |
24,593
+15,702
| +177% | +$4.53M | 0.34% | 59 |
|
|
2026
Q1 | $2.29M | Sell |
8,891
-1,836
| -17% | -$504K | 0.12% | 125 |
|
|
2025
Q4 | $2.99M | Sell |
10,727
-166
| -2% | -$47.5K | 0.15% | 98 |
|
|
2025
Q3 | $3.2M | Sell |
10,893
-15,702
| -59% | -$4.53M | 0.17% | 94 |
|
|
2025
Q2 | $7.56M | Buy |
26,595
+14,839
| +126% | +$3.83M | 0.42% | 55 |
|
|
2025
Q1 | $2.88M | Sell |
11,756
-19,622
| -63% | -$5.1M | 0.15% | 103 |
|
|
2024
Q4 | $7.96M | Buy |
31,378
+20,943
| +201% | +$5.39M | 0.46% | 53 |
|
|
2024
Q3 | $2.54M | Sell |
10,435
-114
| -1% | -$26.5K | 0.14% | 104 |
|
|
2024
Q2 | $2.42M | Sell |
10,549
-22,814
| -68% | -$5.23M | 0.12% | 103 |
|
|
2024
Q1 | $7.87M | Buy |
33,363
+1,422
| +4% | +$319K | 0.61% | 45 |
|
|
2023
Q4 | $7.01M | Buy |
31,941
+20,966
| +191% | +$4.19M | 0.57% | 50 |
|
|
2023
Q3 | $2.14M | Sell |
10,975
-18,029
| -62% | -$3.68M | 0.2% | 96 |
|
|
2023
Q2 | $5.97M | Buy |
29,004
+19,205
| +196% | +$3.72M | 0.53% | 52 |
|
|
2023
Q1 | $1.91M | Sell |
9,799
-628
| -6% | -$120K | 0.18% | 105 |
|
|
2022
Q4 | $1.87M | Sell |
10,427
-16,188
| -61% | -$2.93M | 0.19% | 103 |
|
|
2022
Q3 | $4.54M | Buy |
26,615
+21,554
| +426% | +$4.08M | 0.42% | 59 |
|
|
2022
Q2 | $992K | Sell |
5,061
-1,251
| -20% | -$242K | 0.09% | 165 |
|
|
2022
Q1 | $1.41M | Sell |
6,312
-300
| -5% | -$66.2K | 0.12% | 120 |
|
|
2021
Q4 | $1.68M | Sell |
6,612
-12,267
| -65% | -$3.09M | 0.15% | 107 |
|
|
2021
Q3 | $4.46M | Buy |
18,879
+12,712
| +206% | +$3.08M | 0.44% | 46 |
|
|
2021
Q2 | $1.46M | Buy |
6,167
+430
| +7% | +$96.4K | 0.14% | 119 |
|
|
2021
Q1 | $1.23M | Sell |
5,737
-7,421
| -56% | -$1.61M | 0.12% | 123 |
|
|
2020
Q4 | $2.79M | Buy |
13,158
+7,885
| +150% | +$1.55M | 0.29% | 61 |
|
|
2020
Q3 | $950K | Sell |
5,273
-3,911
| -43% | -$690K | 0.11% | 125 |
|
|
2020
Q2 | $1.52M | Buy |
9,184
+3,387
| +58% | +$512K | 0.18% | 87 |
|
|
2020
Q1 | $734K | Buy |
5,797
+218
| +4% | +$33.1K | 0.07% | 129 |
|
|
2019
Q4 | $886K | Buy |
5,579
+345
| +7% | +$52.6K | 0.12% | 125 |
|
|
2019
Q3 | $775K | Sell |
5,234
-3,577
| -41% | -$536K | 0.1% | 127 |
|
|
2019
Q2 | $1.32M | Sell |
8,811
-1,643
| -16% | -$240K | 0.17% | 81 |
|
|
2019
Q1 | $1.49M | Buy |
10,454
+4,582
| +78% | +$616K | 0.17% | 77 |
|
|
2018
Q4 | $703K | Sell |
5,872
-6,084
| -51% | -$781K | 0.09% | 130 |
|
|
2018
Q3 | $1.7M | Buy |
11,956
+2,514
| +27% | +$352K | 0.2% | 75 |
|
|
2018
Q2 | $1.27M | Buy |
9,442
+1,164
| +14% | +$155K | 0.16% | 87 |
|
|
2018
Q1 | $1.07M | Buy |
8,278
+624
| +8% | +$82K | 0.14% | 94 |
|
|
2017
Q4 | $978K | Buy |
7,654
+2,347
| +44% | +$294K | 0.13% | 96 |
|
|
2017
Q3 | $646K | Sell |
5,307
-52
| -1% | -$6.2K | 0.07% | 136 |
|
|
2017
Q2 | $631K | Buy |
5,359
+513
| +11% | +$59.6K | 0.07% | 141 |
|
|
2017
Q1 | $547K | Buy |
4,846
+265
| +6% | +$29.5K | 0.06% | 161 |
|
|
2016
Q4 | $484K | Sell |
4,581
-123
| -3% | -$12.9K | 0.07% | 176 |
|
|
2016
Q3 | $500K | Sell |
4,704
-461
| -9% | -$48.8K | 0.06% | 163 |
|
|
2016
Q2 | $526K | Buy |
5,165
+105
| +2% | +$10.6K | 0.06% | 143 |
|
|
2016
Q1 | $507K | Sell |
5,060
-645
| -11% | -$60.2K | 0.11% | 151 |
|
|
2015
Q4 | $569K | Sell |
5,705
-386
| -6% | -$39.1K | 0.14% | 130 |
|
|
2015
Q3 | $592K | Sell |
6,091
-98
| -2% | -$10.2K | 0.16% | 122 |
|
|
2015
Q2 | $659K | Sell |
6,189
-3,262
| -35% | -$353K | 0.17% | 110 |
|
|
2015
Q1 | $1.02M | Buy |
9,451
+204
| +2% | +$21.2K | 0.3% | 71 |
|
|
2014
Q4 | $940K | Buy |
9,247
+2,324
| +34% | +$230K | 0.35% | 63 |
|
|
2014
Q3 | $667K | Buy |
6,923
+168
| +2% | +$16.3K | 0.27% | 74 |
|
|
2014
Q2 | $651K | Sell |
6,755
-1,593
| -19% | -$147K | 0.3% | 72 |
|
|
2014
Q1 | $773K | Buy |
8,348
+2,414
| +41% | +$221K | 0.47% | 48 |
|
|
2013
Q4 | $536K | Buy |
+5,934
| New | +$518K | 0.42% | 47 |
|
Other funds holding VOT
EWA
TI
Checchi Capital Advisers's VOT Position: Q2 2026 in Review
Checchi Capital Advisers increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 177% in Q2 2026, buying an estimated $4.53M and bringing the position to 24,593 shares worth $7.53M. The position accounts for 0.34% of the portfolio, ranked #59.
Checchi Capital Advisers first reported a position in VOT in Q4 2013 and has held it in 51 quarters since. The position peaked at $7.96M in Q4 2024. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.
- Checchi Capital Advisers held 24,593 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $7.53M as of Q2 2026.
- Checchi Capital Advisers bought 15,702 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $4.53M.
- Vanguard Morningstar Mid-Cap Growth ETF made up 0.34% of Checchi Capital Advisers's portfolio in Q2 2026, its #59 holding.
- Checchi Capital Advisers first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2013 and has held it in 51 quarters since.
- Checchi Capital Advisers's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $7.96M in Q4 2024.
- 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.
Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.