Mill Creek Capital Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Mill Creek Capital 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	$545K	Sell	2,117 -87	-4%	-$23.9K	0.01%	160
2025 Q4	$615K	Sell	2,204 -55	-2%	-$15.7K	0.01%	148
2025 Q3	$664K	Hold	2,259	–	–	0.01%	143
2025 Q2	$642K	Hold	2,259	–	–	0.01%	140
2025 Q1	$553K	Hold	2,259	–	–	0.01%	148
2024 Q4	$573K	Hold	2,259	–	–	0.01%	153
2024 Q3	$550K	Hold	2,259	–	–	0.01%	156
2024 Q2	$519K	Hold	2,259	–	–	0.01%	162
2024 Q1	$533K	Hold	2,259	–	–	0.01%	152
2023 Q4	$496K	Sell	2,259 -390	-15%	-$78K	0.01%	153
2023 Q3	$516K	Buy	2,649 +390	+17%	+$79.6K	0.02%	139
2023 Q2	$465K	Buy	+2,259	New	+$438K	0.02%	152

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Mill Creek Capital Advisors's VOT Position: Q1 2026 in Review

Mill Creek Capital Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 3.9% in Q1 2026, selling an estimated $23.9K and leaving 2,117 shares worth $545K. The position accounts for 0.01% of the portfolio, ranked #160.

Mill Creek Capital Advisors first reported a position in VOT in Q2 2023 and has held it in 12 quarters since. The position peaked at $664K in Q3 2025. 1,058 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Mill Creek Capital Advisors held 2,117 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $545K as of Q1 2026.
Mill Creek Capital Advisors sold 87 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $23.9K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #160 holding.
Mill Creek Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2023 and has held it in 12 quarters since.
Mill Creek Capital Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $664K in Q3 2025.
1,058 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.