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MAI Capital Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

MAI Capital Management’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 		$24.6M Buy
80,232
+3,138
+4% +$905K 0.09% 188
2026
Q1 		$19.8M Buy
77,094
+1,750
+2% +$480K 0.11% 169
2025
Q4 		$21M Sell
75,344
-1,226
-2% -$351K 0.12% 154
2025
Q3 		$22.5M Buy
76,570
+1,380
+2% +$398K 0.14% 136
2025
Q2 		$21.4M Buy
75,190
+2,524
+3% +$651K 0.15% 134
2025
Q1 		$17.8M Buy
72,666
+2,622
+4% +$682K 0.13% 145
2024
Q4 		$17.8M Buy
70,044
+43,823
+167% +$11.3M 0.13% 142
2024
Q3 		$6.38M Sell
26,221
-79
-0.3% -$18.4K 0.06% 223
2024
Q2 		$6.04M Buy
26,300
+61
+0.2% +$14K 0.06% 232
2024
Q1 		$6.19M Buy
26,239
+1,273
+5% +$285K 0.06% 223
2023
Q4 		$5.48M Buy
24,966
+184
+0.7% +$36.8K 0.07% 192
2023
Q3 		$4.83M Buy
24,782
+42
+0.2% +$8.57K 0.07% 196
2023
Q2 		$5.09M Sell
24,740
-110
-0.4% -$21.3K 0.07% 192
2023
Q1 		$4.84M Buy
24,850
+345
+1% +$66.1K 0.08% 191
2022
Q4 		$4.41M Buy
24,505
+18,068
+281% +$3.27M 0.07% 193
2022
Q3 		$1.1M Buy
6,437
+330
+5% +$62.5K 0.02% 357
2022
Q2 		$1.07M Hold
6,107
– – 0.02% 360
2022
Q1 		$1.36M Sell
6,107
-53
-0.9% -$11.7K 0.02% 334
2021
Q4 		$1.57M Buy
+6,160
New +$1.55M 0.03% 331

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

MAI Capital Management's VOT Position: Q2 2026 in Review

MAI Capital Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4.1% in Q2 2026, buying an estimated $905K and bringing the position to 80,232 shares worth $24.6M. The position accounts for 0.09% of the portfolio, ranked #188.

MAI Capital Management first reported a position in VOT in Q4 2021 and has held it in 19 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • MAI Capital Management held 80,232 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $24.6M as of Q2 2026.
  • MAI Capital Management bought 3,138 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $905K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.09% of MAI Capital Management's portfolio in Q2 2026, its #188 holding.
  • MAI Capital Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.