Clean Yield Group
VOT icon

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
Q3 		$74.2K Hold
254
– – 0.02% 220
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Busey Bank
Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Clean Yield Group's VOT Position: Q3 2026 in Review

Clean Yield Group held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 254 shares worth $74.2K. The position accounts for 0.02% of the portfolio, ranked #220.

Clean Yield Group first reported a position in VOT in Q4 2020 and has held it in 23 quarters since. The position peaked at $77.8K in Q2 2026. 500 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Clean Yield Group held 254 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $74.2K as of Q3 2026.
  • Clean Yield Group left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Clean Yield Group's portfolio in Q3 2026, its #220 holding.
  • Clean Yield Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Clean Yield Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $77.8K in Q2 2026.
  • 500 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.