Clean Yield Group’s Vanguard 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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Clean Yield Group's VOT Position: Q1 2026 in Review

Clean Yield Group held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 254 shares worth $65.4K. The position accounts for 0.02% of the portfolio, ranked #208.

Clean Yield Group first reported a position in VOT in Q4 2020 and has held it in 21 quarters since. The position peaked at $74.6K in Q3 2025. 1,053 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Clean Yield Group held 254 shares of Vanguard Mid-Cap Growth ETF worth $65.4K as of Q1 2026.
Clean Yield Group left its Vanguard Mid-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap Growth ETF made up 0.02% of Clean Yield Group's portfolio in Q1 2026, its #208 holding.
Clean Yield Group first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2020 and has held it in 21 quarters since.
Clean Yield Group's Vanguard Mid-Cap Growth ETF position peaked at $74.6K in Q3 2025.
1,053 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.