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Colonial Trust Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Colonial Trust 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 		$1.19M Sell
4,640
-25
-0.5% -$6.86K 0.09% 116
2025
Q4 		$1.3M Sell
4,665
-112
-2% -$32.1K 0.1% 110
2025
Q3 		$1.4M Sell
4,777
-325
-6% -$93.8K 0.11% 108
2025
Q2 		$1.45M Sell
5,102
-206
-4% -$53.1K 0.12% 105
2025
Q1 		$1.3M Sell
5,308
-339
-6% -$88.1K 0.12% 105
2024
Q4 		$1.43M Sell
5,647
-125
-2% -$32.2K 0.13% 104
2024
Q3 		$1.41M Hold
5,772
– – 0.12% 107
2024
Q2 		$1.33M Sell
5,772
-288
-5% -$66K 0.13% 104
2024
Q1 		$1.43M Sell
6,060
-153
-2% -$34.3K 0.14% 104
2023
Q4 		$1.36M Sell
6,213
-409
-6% -$81.8K 0.14% 104
2023
Q3 		$1.29M Sell
6,622
-100
-1% -$20.4K 0.15% 104
2023
Q2 		$1.38M Sell
6,722
-200
-3% -$38.8K 0.15% 100
2023
Q1 		$1.35M Sell
6,922
-567
-8% -$109K 0.16% 100
2022
Q4 		$1.35M Sell
7,489
-20
-0.3% -$3.62K 0.17% 101
2022
Q3 		$1.28M Buy
7,509
+186
+3% +$35.2K 0.17% 98
2022
Q2 		$1.28M Sell
7,323
-303
-4% -$58.7K 0.18% 92
2022
Q1 		$1.7M Sell
7,626
-26,772
-78% -$5.91M 0.2% 89
2021
Q4 		$8.76M Sell
34,398
-2,996
-8% -$755K 0.98% 28
2021
Q3 		$8.84M Buy
37,394
+164
+0.4% +$39.7K 1.09% 27
2021
Q2 		$8.8M Buy
37,230
+223
+0.6% +$50K 1.07% 26
2021
Q1 		$7.94M Buy
37,007
+1,452
+4% +$315K 1.04% 26
2020
Q4 		$7.54M Buy
35,555
+354
+1% +$69.7K 1.05% 28
2020
Q3 		$6.34M Buy
35,201
+670
+2% +$118K 1% 28
2020
Q2 		$5.7M Buy
+34,531
New +$5.22M 0.97% 30

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

Colonial Trust Advisors's VOT Position: Q1 2026 in Review

Colonial Trust Advisors reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.54% in Q1 2026, selling an estimated $6.86K and leaving 4,640 shares worth $1.19M. The position accounts for 0.09% of the portfolio, ranked #116.

Colonial Trust Advisors first reported a position in VOT in Q2 2020 and has held it in 24 quarters since. The position peaked at $8.84M in Q3 2021. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Colonial Trust Advisors held 4,640 shares of Vanguard Mid-Cap Growth ETF worth $1.19M as of Q1 2026.
  • Colonial Trust Advisors sold 25 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $6.86K.
  • Vanguard Mid-Cap Growth ETF made up 0.09% of Colonial Trust Advisors's portfolio in Q1 2026, its #116 holding.
  • Colonial Trust Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • Colonial Trust Advisors's Vanguard Mid-Cap Growth ETF position peaked at $8.84M in Q3 2021.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.