Excelsior Advisor Network’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$314K Buy
1,026
+208
+25% +$60K 0.04% 357
2026
Q1
$211K Buy
818
+22
+3% +$6.04K 0.08% 207
2025
Q4
$222K Buy
+796
New +$228K 0.11% 149

Other funds holding VOT

Excelsior Advisor Network's VOT Position: Q2 2026 in Review

Excelsior Advisor Network increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 25% in Q2 2026, buying an estimated $60K and bringing the position to 1,026 shares worth $314K. The position accounts for 0.04% of the portfolio, ranked #357.

Excelsior Advisor Network first reported a position in VOT in Q4 2025 and has held it in 3 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Excelsior Advisor Network held 1,026 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $314K as of Q2 2026.
  • Excelsior Advisor Network bought 208 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $60K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of Excelsior Advisor Network's portfolio in Q2 2026, its #357 holding.
  • Excelsior Advisor Network first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.