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Milestone Investment Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Milestone Investment 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
Q2 		$545K Sell
1,778
-50
-3% -$14.4K 0.12% 66
2026
Q1 		$470K Hold
1,828
– – 0.11% 67
2025
Q4 		$510K Sell
1,828
-115
-6% -$32.9K 0.12% 66
2025
Q3 		$571K Sell
1,943
-5
-0.3% -$1.44K 0.14% 58
2025
Q2 		$554K Sell
1,948
-197
-9% -$50.8K 0.14% 59
2025
Q1 		$525K Sell
2,145
-37
-2% -$9.62K 0.15% 58
2024
Q4 		$554K Sell
2,182
-20
-0.9% -$5.15K 0.15% 57
2024
Q3 		$536K Sell
2,202
-53
-2% -$12.3K 0.15% 57
2024
Q2 		$518K Sell
2,255
-22
-1% -$5.04K 0.14% 55
2024
Q1 		$537K Hold
2,277
– – 0.14% 52
2023
Q4 		$500K Sell
2,277
-22
-1% -$4.4K 0.15% 55
2023
Q3 		$448K Sell
2,299
-4
-0.2% -$817 0.13% 65
2023
Q2 		$474K Sell
2,303
-16
-0.7% -$3.1K 0.15% 52
2023
Q1 		$452K Buy
2,319
+52
+2% +$9.96K 0.14% 61
2022
Q4 		$407K Buy
+2,267
New +$411K 0.14% 50

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

Milestone Investment Advisors's VOT Position: Q2 2026 in Review

Milestone Investment Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2.7% in Q2 2026, selling an estimated $14.4K and leaving 1,778 shares worth $545K. The position accounts for 0.12% of the portfolio, ranked #66.

Milestone Investment Advisors first reported a position in VOT in Q4 2022 and has held it in 15 quarters since. The position peaked at $571K in Q3 2025. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Milestone Investment Advisors held 1,778 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $545K as of Q2 2026.
  • Milestone Investment Advisors sold 50 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $14.4K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.12% of Milestone Investment Advisors's portfolio in Q2 2026, its #66 holding.
  • Milestone Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Milestone Investment Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $571K in Q3 2025.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.