Clear Harbor Asset Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Clear Harbor Asset Management’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	$799K	Buy	2,609 +1	+0%	+$288	0.05%	245
2026 Q1	$671K	Buy	2,608 +300	+13%	+$82.3K	0.05%	270
2025 Q4	$644K	Hold	2,308	–	–	0.04%	269
2025 Q3	$678K	Buy	2,308 +224	+11%	+$64.6K	0.05%	243
2025 Q2	$593K	Hold	2,084	–	–	0.04%	248
2025 Q1	$510K	Buy	2,084 +1	+0%	+$260	0.04%	256
2024 Q4	$529K	Sell	2,083 -35	-2%	-$9.01K	0.04%	233
2024 Q3	$516K	Hold	2,118	–	–	0.04%	230
2024 Q2	$486K	Hold	2,118	–	–	0.04%	226
2024 Q1	$500K	Sell	2,118 -1	-0%	-$224	0.04%	223
2023 Q4	$465K	Buy	2,119 +1	+0%	+$200	0.04%	229
2023 Q3	$413K	Hold	2,118	–	–	0.04%	228
2023 Q2	$436K	Hold	2,118	–	–	0.04%	235
2023 Q1	$413K	Hold	2,118	–	–	0.04%	267
2022 Q4	$381K	Sell	2,118 -98	-4%	-$17.8K	0.05%	244
2022 Q3	$378K	Hold	2,216	–	–	0.05%	237
2022 Q2	$389K	Hold	2,216	–	–	0.05%	244
2022 Q1	$494K	Sell	2,216 -528	-19%	-$117K	0.06%	224
2021 Q4	$699K	Buy	2,744 +308	+13%	+$77.6K	0.08%	193
2021 Q3	$576K	Buy	+2,436	New	+$590K	0.01%	214

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

Clear Harbor Asset Management's VOT Position: Q2 2026 in Review

Clear Harbor Asset Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.04% in Q2 2026, buying an estimated $288 and bringing the position to 2,609 shares worth $799K. The position accounts for 0.05% of the portfolio, ranked #245.

Clear Harbor Asset Management first reported a position in VOT in Q3 2021 and has held it in 20 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Clear Harbor Asset Management held 2,609 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $799K as of Q2 2026.
Clear Harbor Asset Management bought 1 Vanguard Morningstar Mid-Cap Growth ETF share in Q2 2026, an estimated $288.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.05% of Clear Harbor Asset Management's portfolio in Q2 2026, its #245 holding.
Clear Harbor Asset Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2021 and has held it in 20 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.