Continuum Advisory’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Continuum Advisory’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	$333K	Buy	1,295 +2	+0.2%	+$549	0.03%	347
2025 Q4	$361K	Buy	1,293 +130	+11%	+$37.2K	0.04%	334
2025 Q3	$342K	Sell	1,163 -2	-0.2%	-$577	0.04%	339
2025 Q2	$331K	Sell	1,165 -665	-36%	-$171K	0.04%	323
2025 Q1	$448K	Buy	1,830 +115	+7%	+$29.9K	0.06%	250
2024 Q4	$435K	Buy	1,715 +174	+11%	+$44.8K	0.06%	260
2024 Q3	$400K	Buy	1,541 +54	+4%	+$12.6K	0.05%	276
2024 Q2	$341K	Sell	1,487 -34	-2%	-$7.8K	0.05%	277
2024 Q1	$350K	Sell	1,521 -2,066	-58%	-$463K	0.05%	275
2023 Q4	$791K	Sell	3,587 -149	-4%	-$29.8K	0.11%	209
2023 Q3	$728K	Sell	3,736 -42	-1%	-$8.57K	0.12%	207
2023 Q2	$777K	Sell	3,778 -2	-0.1%	-$388	0.12%	204
2023 Q1	$737K	Sell	3,780 -171	-4%	-$32.7K	0.13%	195
2022 Q4	$710K	Sell	3,951 -2,438	-38%	-$442K	0.13%	194
2022 Q3	$1.09M	Buy	6,389 +2,262	+55%	+$428K	0.19%	140
2022 Q2	$724K	Buy	4,127 +19	+0.5%	+$3.68K	0.13%	188
2022 Q1	$811K	Buy	+4,108	New	+$907K	0.15%	167
2018 Q4	–	Sell	-1,854	Closed	-$263K	–	177
2018 Q3	$263K	Buy	1,854 +214	+13%	+$30K	0.17%	122
2018 Q2	$220K	Buy	+1,640	New	+$218K	0.16%	131
2018 Q1	–	Sell	-2,412	Closed	-$308K	–	183
2017 Q4	$308K	Buy	2,412 +169	+8%	+$21.2K	0.24%	112
2017 Q3	$273K	Buy	2,243 +192	+9%	+$22.9K	0.24%	114
2017 Q2	$241K	Buy	+2,051	New	+$238K	0.24%	117

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Continuum Advisory's VOT Position: Q1 2026 in Review

Continuum Advisory increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.15% in Q1 2026, buying an estimated $549 and bringing the position to 1,295 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #347.

Continuum Advisory first reported a position in VOT in Q2 2017 and has held it in 22 quarters since. The position peaked at $1.09M in Q3 2022. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Continuum Advisory held 1,295 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $333K as of Q1 2026.
Continuum Advisory bought 2 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $549.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of Continuum Advisory's portfolio in Q1 2026, its #347 holding.
Continuum Advisory first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2017 and has held it in 22 quarters since.
Continuum Advisory's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.09M in Q3 2022.
1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.