Evolution Advisers’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Evolution Advisers’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	$731K	Hold	2,389	–	–	0.27%	24
2026 Q1	$614K	Hold	2,389	–	–	0.26%	28
2025 Q4	$667K	Hold	2,389	–	–	0.29%	26
2025 Q3	$702K	Hold	2,389	–	–	0.32%	23
2025 Q2	$680K	Hold	2,389	–	–	0.33%	22
2025 Q1	$584K	Hold	2,389	–	–	0.31%	23
2024 Q4	$606K	Sell	2,389 -171	-7%	-$44K	0.33%	23
2024 Q3	$623K	Hold	2,560	–	–	0.34%	22
2024 Q2	$587K	Hold	2,560	–	–	0.34%	22
2024 Q1	$604K	Hold	2,560	–	–	0.36%	21
2023 Q4	$554K	Buy	2,560 +1,066	+71%	+$213K	0.35%	22
2023 Q3	$290K	Hold	1,494	–	–	0.21%	25
2023 Q2	$307K	Hold	1,494	–	–	0.22%	26
2023 Q1	$291K	Hold	1,494	–	–	0.21%	26
2022 Q4	$268K	Hold	1,494	–	–	0.21%	29
2022 Q3	$254K	Hold	1,494	–	–	0.22%	27
2022 Q2	$265K	Hold	1,494	–	–	0.22%	28
2022 Q1	$332K	Hold	1,494	–	–	0.25%	26
2021 Q4	$380K	Buy	+1,494	New	+$377K	0.28%	22

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

Evolution Advisers's VOT Position: Q2 2026 in Review

Evolution Advisers held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 2,389 shares worth $731K. The position accounts for 0.27% of the portfolio, ranked #24.

Evolution Advisers first reported a position in VOT in Q4 2021 and has held it in 19 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Evolution Advisers held 2,389 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $731K as of Q2 2026.
Evolution Advisers left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.27% of Evolution Advisers's portfolio in Q2 2026, its #24 holding.
Evolution Advisers first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.