Clean Yield Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Clean Yield Group’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	$77.8K	Hold	254	–	–	0.02%	214
2026 Q1	$65.4K	Hold	254	–	–	0.02%	208
2025 Q4	$70.9K	Hold	254	–	–	0.02%	203
2025 Q3	$74.6K	Hold	254	–	–	0.02%	199
2025 Q2	$72.2K	Hold	254	–	–	0.02%	203
2025 Q1	$62.1K	Hold	254	–	–	0.02%	210
2024 Q4	$64.5K	Hold	254	–	–	0.02%	213
2024 Q3	$61.8K	Hold	254	–	–	0.02%	216
2024 Q2	$58.3K	Hold	254	–	–	0.02%	216
2024 Q1	$59.9K	Hold	254	–	–	0.02%	215
2023 Q4	$55.8K	Hold	254	–	–	0.02%	224
2023 Q3	$50.3K	Hold	254	–	–	0.02%	225
2023 Q2	$52.3K	Hold	254	–	–	0.02%	234
2023 Q1	$49.5K	Hold	254	–	–	0.02%	236
2022 Q4	$45.7K	Hold	254	–	–	0.02%	238
2022 Q3	$43K	Hold	254	–	–	0.02%	232
2022 Q2	$45K	Hold	254	–	–	0.02%	239
2022 Q1	$57K	Hold	254	–	–	0.02%	245
2021 Q4	$65K	Hold	254	–	–	0.02%	249
2021 Q3	$60K	Buy	254 +127	+100%	+$30.7K	0.02%	246
2021 Q2	$30K	Buy	+127	New	+$28.5K	0.01%	291
2021 Q1	–	Sell	-64	Closed	-$14K	–	371
2020 Q4	$14K	Buy	+64	New	+$12.6K	0.01%	329

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

Clean Yield Group's VOT Position: Q2 2026 in Review

Clean Yield Group held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 254 shares worth $77.8K. The position accounts for 0.02% of the portfolio, ranked #214.

Clean Yield Group first reported a position in VOT in Q4 2020 and has held it in 22 quarters since. 1,101 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Clean Yield Group held 254 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $77.8K as of Q2 2026.
Clean Yield Group left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Clean Yield Group's portfolio in Q2 2026, its #214 holding.
Clean Yield Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 22 quarters since.
1,101 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.