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Clearstead Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Clearstead Advisors’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 		$3.6M Sell
11,743
-489
-4% -$141K 0.03% 287
2026
Q1 		$3.15M Buy
12,232
+554
+5% +$152K 0.03% 290
2025
Q4 		$3.26M Sell
11,678
-130
-1% -$37.2K 0.04% 256
2025
Q3 		$3.47M Sell
11,808
-1,421
-11% -$410K 0.05% 241
2025
Q2 		$3.76M Sell
13,229
-187
-1% -$48.2K 0.05% 226
2025
Q1 		$3.28M Sell
13,416
-390
-3% -$101K 0.05% 231
2024
Q4 		$3.5M Sell
13,806
-4,187
-23% -$1.08M 0.05% 217
2024
Q3 		$4.38M Buy
17,993
+4,267
+31% +$994K 0.07% 202
2024
Q2 		$3.15M Buy
13,726
+2,203
+19% +$505K 0.05% 222
2024
Q1 		$2.65M Buy
11,523
+9
+0.1% +$2.02K 0.13% 130
2023
Q4 		$2.53M Sell
11,514
-10,696
-48% -$2.14M 0.13% 131
2023
Q3 		$4.33M Buy
22,210
+11,689
+111% +$2.39M 0.13% 135
2023
Q2 		$2.16M Buy
10,521
+2,649
+34% +$513K 0.13% 131
2023
Q1 		$1.53M Buy
7,872
+323
+4% +$61.8K 0.11% 147
2022
Q4 		$1.36M Hold
7,549
– – 0.11% 148
2022
Q3 		$1.29M Sell
7,549
-150
-2% -$28.4K 0.12% 143
2022
Q2 		$1.35M Buy
7,699
+1,650
+27% +$319K 0.11% 148
2022
Q1 		$1.35M Buy
6,049
+1,193
+25% +$263K 0.09% 156
2021
Q4 		$1.24M Buy
4,856
+4,619
+1,949% +$1.16M 0.08% 162
2021
Q3 		$56K Hold
237
– – ﹤0.01% 598
2021
Q2 		$56K Hold
237
– – ﹤0.01% 537
2021
Q1 		$51K Hold
237
– – ﹤0.01% 541
2020
Q4 		$50K Hold
237
– – ﹤0.01% 512
2020
Q3 		$43K Hold
237
– – ﹤0.01% 495
2020
Q2 		$39K Hold
237
– – ﹤0.01% 460
2020
Q1 		$30K Buy
+237
New +$36K ﹤0.01% 462
2017
Q3 		– Sell
-1,770
Closed -$208K – 258
2017
Q2 		$208K Buy
+1,770
New +$206K 0.03% 225

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Clearstead Advisors's VOT Position: Q2 2026 in Review

Clearstead Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4% in Q2 2026, selling an estimated $141K and leaving 11,743 shares worth $3.6M. The position accounts for 0.03% of the portfolio, ranked #287.

Clearstead Advisors first reported a position in VOT in Q2 2017 and has held it in 27 quarters since. The position peaked at $4.38M in Q3 2024. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Clearstead Advisors held 11,743 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.6M as of Q2 2026.
  • Clearstead Advisors sold 489 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $141K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of Clearstead Advisors's portfolio in Q2 2026, its #287 holding.
  • Clearstead Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2017 and has held it in 27 quarters since.
  • Clearstead Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $4.38M in Q3 2024.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.