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Medallion Wealth Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Medallion Wealth Advisors’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 		$378K Sell
1,457
-119
-8% -$32.7K 0.12% 160
2025
Q4 		$443K Sell
1,576
-253
-14% -$72.4K 0.15% 137
2025
Q3 		$540K Sell
1,829
-108
-6% -$31.2K 0.19% 117
2025
Q2 		$551K Sell
1,937
-41
-2% -$10.6K 0.21% 111
2025
Q1 		$490K Sell
1,978
-177
-8% -$46K 0.22% 106
2024
Q4 		$549K Buy
+2,155
New +$555K 0.27% 89

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Medallion Wealth Advisors's VOT Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 7.6% in Q1 2026, selling an estimated $32.7K and leaving 1,457 shares worth $378K. The position accounts for 0.12% of the portfolio, ranked #160.

Medallion Wealth Advisors first reported a position in VOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $551K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Medallion Wealth Advisors held 1,457 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $378K as of Q1 2026.
  • Medallion Wealth Advisors sold 119 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $32.7K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.12% of Medallion Wealth Advisors's portfolio in Q1 2026, its #160 holding.
  • Medallion Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $551K in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.