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

Mount Yale 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 		$478K Buy
1,856
+368
+25% +$101K 0.01% 733
2025
Q4 		$415K Buy
+1,488
New +$426K 0.02% 507
2025
Q3 		– Sell
-228
Closed -$64.8K – 1577
2025
Q2 		$64.8K Buy
+228
New +$58.8K 0.01% 743

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 $202B AUM 37.79% 1-Year Est. Return
TI
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

Mount Yale Investment Advisors's VOT Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 25% in Q1 2026, buying an estimated $101K and bringing the position to 1,856 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #733.

Mount Yale Investment Advisors first reported a position in VOT in Q2 2025 and has held it in 3 quarters since. 1,056 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Mount Yale Investment Advisors held 1,856 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $478K as of Q1 2026.
  • Mount Yale Investment Advisors bought 368 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $101K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #733 holding.
  • Mount Yale Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,056 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.