GVAG
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Great Valley Advisor Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Great Valley Advisor Group’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 		$4.6M Buy
15,015
+294
+2% +$84.8K 0.07% 238
2026
Q1 		$3.79M Buy
14,721
+671
+5% +$184K 0.07% 251
2025
Q4 		$3.92M Sell
14,050
-158
-1% -$45.2K 0.08% 224
2025
Q3 		$4.17M Buy
14,208
+932
+7% +$269K 0.08% 209
2025
Q2 		$3.78M Buy
13,276
+525
+4% +$135K 0.08% 209
2025
Q1 		$3.12M Buy
12,751
+681
+6% +$177K 0.07% 245
2024
Q4 		$3.06M Buy
12,070
+7,842
+185% +$2.02M 0.07% 254
2024
Q3 		$1.03M Buy
4,228
+112
+3% +$26.1K 0.03% 421
2024
Q2 		$945K Buy
4,116
+58
+1% +$13.3K 0.03% 397
2024
Q1 		$956K Buy
4,058
+25
+0.6% +$5.6K 0.03% 377
2023
Q4 		$886K Sell
4,033
-1,447
-26% -$289K 0.03% 355
2023
Q3 		$1.07M Buy
5,480
+845
+18% +$173K 0.04% 305
2023
Q2 		$954K Sell
4,635
-27
-0.6% -$5.23K 0.04% 320
2023
Q1 		$909K Buy
4,662
+35
+0.8% +$6.7K 0.04% 324
2022
Q4 		$832K Sell
4,627
-38
-0.8% -$6.89K 0.04% 352
2022
Q3 		$795K Buy
4,665
+461
+11% +$87.3K 0.04% 342
2022
Q2 		$737K Buy
4,204
+767
+22% +$148K 0.04% 353
2022
Q1 		$832K Buy
3,437
+92
+3% +$20.3K 0.05% 301
2021
Q4 		$824K Buy
3,345
+449
+16% +$113K 0.05% 291
2021
Q3 		$685K Sell
2,896
-76
-3% -$18.4K 0.05% 300
2021
Q2 		$664K Hold
2,972
– – 0.05% 292
2021
Q1 		$638K Sell
2,972
-5,172
-64% -$1.12M 0.06% 263
2020
Q4 		$1.73M Buy
8,144
+454
+6% +$89.4K 0.18% 126
2020
Q3 		$1.38M Buy
7,690
+6,082
+378% +$1.07M 0.17% 133
2020
Q2 		$265K Buy
+1,608
New +$243K 0.04% 333

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Great Valley Advisor Group's VOT Position: Q2 2026 in Review

Great Valley Advisor Group increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2% in Q2 2026, buying an estimated $84.8K and bringing the position to 15,015 shares worth $4.6M. The position accounts for 0.07% of the portfolio, ranked #238.

Great Valley Advisor Group first reported a position in VOT in Q2 2020 and has held it in 25 quarters since. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Great Valley Advisor Group held 15,015 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $4.6M as of Q2 2026.
  • Great Valley Advisor Group bought 294 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $84.8K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.07% of Great Valley Advisor Group's portfolio in Q2 2026, its #238 holding.
  • Great Valley Advisor Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.