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Clearwater Capital Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Clearwater Capital 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
Q1 		$972K Hold
3,776
– – 0.08% 75
2025
Q4 		$1.05M Sell
3,776
-21
-0.6% -$6.01K 0.09% 74
2025
Q3 		$1.12M Sell
3,797
-34
-0.9% -$9.81K 0.1% 75
2025
Q2 		$1.09M Hold
3,831
– – 0.1% 72
2025
Q1 		$937K Sell
3,831
-67
-2% -$17.4K 0.09% 78
2024
Q4 		$989K Sell
3,898
-4,240
-52% -$1.09M 0.1% 77
2024
Q3 		$1.98M Buy
8,138
+256
+3% +$59.6K 0.19% 58
2024
Q2 		$1.81M Hold
7,882
– – 0.19% 56
2024
Q1 		$1.86M Hold
7,882
– – 0.2% 55
2023
Q4 		$1.73M Buy
7,882
+121
+2% +$24.2K 0.19% 55
2023
Q3 		$1.51M Sell
7,761
-605
-7% -$124K 0.19% 53
2023
Q2 		$1.72M Sell
8,366
-245
-3% -$47.5K 0.21% 53
2023
Q1 		$1.68M Sell
8,611
-312
-3% -$59.7K 0.2% 54
2022
Q4 		$1.6M Sell
8,923
-512
-5% -$92.8K 0.21% 55
2022
Q3 		$1.61M Sell
9,435
-50
-0.5% -$9.46K 0.22% 61
2022
Q2 		$1.66M Buy
9,485
+297
+3% +$57.5K 0.23% 57
2022
Q1 		$2.05M Sell
9,188
-508
-5% -$112K 0.23% 57
2021
Q4 		$2.47M Sell
9,696
-260
-3% -$65.5K 0.27% 53
2021
Q3 		$2.35M Sell
9,956
-90
-0.9% -$21.8K 0.27% 54
2021
Q2 		$2.37M Sell
10,046
-28
-0.3% -$6.28K 0.28% 53
2021
Q1 		$2.16M Sell
10,074
-1,030
-9% -$223K 0.27% 51
2020
Q4 		$2.35M Sell
11,104
-550
-5% -$108K 0.31% 46
2020
Q3 		$2.1M Sell
11,654
-100
-0.9% -$17.6K 0.33% 43
2020
Q2 		$1.94M Sell
11,754
-2,260
-16% -$342K 0.32% 46
2020
Q1 		$1.77M Sell
14,014
-5,588
-29% -$849K 0.38% 43
2019
Q4 		$3.11M Sell
19,602
-1,117
-5% -$170K 0.52% 40
2019
Q3 		$3.07M Sell
20,719
-3,122
-13% -$468K 0.54% 46
2019
Q2 		$3.56M Sell
23,841
-6,589
-22% -$961K 0.65% 43
2019
Q1 		$4.34M Sell
30,430
-5,642
-16% -$759K 0.81% 33
2018
Q4 		$4.32M Sell
36,072
-2,577
-7% -$331K 0.95% 25
2018
Q3 		$5.51M Sell
38,649
-2,090
-5% -$293K 1.07% 25
2018
Q2 		$5.48M Buy
40,739
+119
+0.3% +$15.8K 1.12% 25
2018
Q1 		$5.26M Sell
40,620
-8,454
-17% -$1.11M 1.09% 24
2017
Q4 		$6.27M Buy
49,074
+817
+2% +$102K 1.38% 17
2017
Q3 		$5.94M Buy
48,257
+945
+2% +$113K 1.38% 17
2017
Q2 		$5.57M Buy
47,312
+1,476
+3% +$171K 1.42% 16
2017
Q1 		$5.12M Sell
45,836
-271
-0.6% -$30.1K 1.4% 16
2016
Q4 		$4.91M Sell
46,107
-1,578
-3% -$166K 1.7% 13
2016
Q3 		$5.03M Sell
47,685
-1,602
-3% -$170K 1.76% 13
2016
Q2 		$5.02M Buy
+49,287
New +$4.98M 1.85% 14

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
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

Clearwater Capital Advisors's VOT Position: Q1 2026 in Review

Clearwater Capital Advisors held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 3,776 shares worth $972K. The position accounts for 0.08% of the portfolio, ranked #75.

Clearwater Capital Advisors first reported a position in VOT in Q2 2016 and has held it in 40 quarters since. The position peaked at $6.27M in Q4 2017. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Clearwater Capital Advisors held 3,776 shares of Vanguard Mid-Cap Growth ETF worth $972K as of Q1 2026.
  • Clearwater Capital Advisors left its Vanguard Mid-Cap Growth ETF share count unchanged in Q1 2026.
  • Vanguard Mid-Cap Growth ETF made up 0.08% of Clearwater Capital Advisors's portfolio in Q1 2026, its #75 holding.
  • Clearwater Capital Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2016 and has held it in 40 quarters since.
  • Clearwater Capital Advisors's Vanguard Mid-Cap Growth ETF position peaked at $6.27M in Q4 2017.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.