MGIA
VOT icon

Moneta Group Investment Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Moneta Group 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
Q1 		$185M Buy
717,522
+44,967
+7% +$12.3M 1.39% 15
2025
Q4 		$188M Buy
672,555
+51,255
+8% +$14.7M 1.42% 13
2025
Q3 		$183M Buy
621,300
+24,105
+4% +$6.95M 1.45% 16
2025
Q2 		$170M Buy
597,195
+99,760
+20% +$25.7M 2.02% 12
2025
Q1 		$122M Buy
497,435
+34,036
+7% +$8.85M 1.68% 18
2024
Q4 		$118M Buy
463,399
+34,403
+8% +$8.86M 1.65% 19
2024
Q3 		$104M Buy
428,996
+14,558
+4% +$3.39M 1.52% 19
2024
Q2 		$95.1M Buy
414,438
+4,047
+1% +$928K 1.52% 21
2024
Q1 		$96.8M Buy
410,391
+99,278
+32% +$22.2M 1.58% 19
2023
Q4 		$68.3M Buy
311,113
+35,841
+13% +$7.17M 1.35% 18
2023
Q3 		$53.6M Buy
275,272
+15,586
+6% +$3.18M 1.22% 24
2023
Q2 		$53.4M Buy
259,686
+30,195
+13% +$5.85M 1.18% 25
2023
Q1 		$44.7M Buy
229,491
+61,500
+37% +$11.8M 1.07% 25
2022
Q4 		$32.9M Buy
167,991
+24,142
+17% +$4.37M 0.9% 29
2022
Q3 		$24.5M Sell
143,849
-16,226
-10% -$3.07M 0.93% 31
2022
Q2 		$28.1M Buy
160,075
+62,772
+65% +$12.2M 0.96% 29
2022
Q1 		$21.7M Buy
97,303
+16,846
+21% +$3.72M 0.85% 35
2021
Q4 		$20.5M Buy
80,457
+3,669
+5% +$925K 0.83% 35
2021
Q3 		$18.1M Buy
76,788
+11,897
+18% +$2.88M 0.84% 34
2021
Q2 		$15.3M Buy
64,891
+1,454
+2% +$326K 0.71% 37
2021
Q1 		$13.6M Buy
63,437
+4,131
+7% +$896K 0.72% 37
2020
Q4 		$12.6M Buy
59,306
+674
+1% +$133K 0.9% 29
2020
Q3 		$10.6M Sell
58,632
-3,835
-6% -$676K 0.92% 31
2020
Q2 		$10.3M Buy
62,467
+899
+1% +$136K 0.98% 31
2020
Q1 		$7.8M Buy
61,568
+8,142
+15% +$1.24M 0.81% 34
2019
Q4 		$8.48M Sell
53,426
-1,520
-3% -$232K 0.71% 35
2019
Q3 		$8.14M Sell
54,946
-27
-0% -$4.04K 0.76% 30
2019
Q2 		$8.21M Sell
54,973
-2,553
-4% -$372K 0.81% 29
2019
Q1 		$8.21M Buy
57,526
+1,222
+2% +$164K 0.86% 27
2018
Q4 		$6.74M Buy
56,304
+19,058
+51% +$2.45M 0.8% 27
2018
Q3 		$5.31M Buy
37,246
+12,729
+52% +$1.78M 0.54% 39
2018
Q2 		$3.29M Buy
24,517
+2,821
+13% +$375K 0.37% 45
2018
Q1 		$2.81M Buy
21,696
+13,534
+166% +$1.78M 0.37% 44
2017
Q4 		$1.04M Buy
8,162
+233
+3% +$29.2K 0.16% 70
2017
Q3 		$965K Buy
7,929
+170
+2% +$20.3K 0.15% 68
2017
Q2 		$913K Buy
+7,759
New +$902K 0.15% 86

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 $49B AUM 17.78% 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

Moneta Group Investment Advisors's VOT Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 6.7% in Q1 2026, buying an estimated $12.3M and bringing the position to 717,522 shares worth $185M. The position accounts for 1.39% of the portfolio, ranked #15.

Moneta Group Investment Advisors first reported a position in VOT in Q2 2017 and has held it in 36 quarters since. The position peaked at $188M in Q4 2025. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Moneta Group Investment Advisors held 717,522 shares of Vanguard Mid-Cap Growth ETF worth $185M as of Q1 2026.
  • Moneta Group Investment Advisors bought 44,967 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $12.3M.
  • Vanguard Mid-Cap Growth ETF made up 1.39% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #15 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2017 and has held it in 36 quarters since.
  • Moneta Group Investment Advisors's Vanguard Mid-Cap Growth ETF position peaked at $188M in Q4 2025.
  • 1,054 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.