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

Clearstead Trust’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	$45.9K	Hold	150	–	–	0.01%	328
2026 Q1	$38.6K	Hold	150	–	–	0.01%	343
2025 Q4	$41.9K	Hold	150	–	–	0.01%	347
2025 Q3	$44.1K	Hold	150	–	–	0.01%	328
2025 Q2	$42.7K	Hold	150	–	–	0.01%	330
2025 Q1	$36.7K	Hold	150	–	–	0.01%	298
2024 Q4	$38.1K	Hold	150	–	–	0.01%	276
2024 Q3	$36.5K	Hold	150	–	–	0.01%	267
2024 Q2	$34.4K	Hold	150	–	–	0.01%	266
2024 Q1	$35.4K	Hold	150	–	–	0.01%	264
2023 Q4	$32.9K	Hold	150	–	–	0.01%	260
2023 Q3	$29.2K	Hold	150	–	–	0.01%	261
2023 Q2	$30.9K	Hold	150	–	–	0.01%	240
2023 Q1	$29.2K	Hold	150	–	–	0.01%	243
2022 Q4	$27K	Hold	150	–	–	0.01%	260
2022 Q3	$26K	Buy	+150	New	+$28.4K	0.01%	242

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

Clearstead Trust's VOT Position: Q2 2026 in Review

Clearstead Trust held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 150 shares worth $45.9K. The position accounts for 0.01% of the portfolio, ranked #328.

Clearstead Trust first reported a position in VOT in Q3 2022 and has held it in 16 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Clearstead Trust held 150 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $45.9K as of Q2 2026.
Clearstead Trust left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Clearstead Trust's portfolio in Q2 2026, its #328 holding.
Clearstead Trust first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2022 and has held it in 16 quarters since.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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