Colonial Trust Advisors’s Vanguard Morningstar 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 Q2	$1.41M	Sell	4,591 -49	-1%	-$14.1K	0.1%	110
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 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

Colonial Trust Advisors's VOT Position: Q2 2026 in Review

Colonial Trust Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.1% in Q2 2026, selling an estimated $14.1K and leaving 4,591 shares worth $1.41M. The position accounts for 0.1% of the portfolio, ranked #110.

Colonial Trust Advisors first reported a position in VOT in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.84M in Q3 2021. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Colonial Trust Advisors held 4,591 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.41M as of Q2 2026.
Colonial Trust Advisors sold 49 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $14.1K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.1% of Colonial Trust Advisors's portfolio in Q2 2026, its #110 holding.
Colonial Trust Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
Colonial Trust Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $8.84M in Q3 2021.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.