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

MSH 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
Q2 		$4.05M Sell
13,225
-151
-1% -$43.6K 0.7% 37
2026
Q1 		$3.44M Buy
13,376
+485
+4% +$133K 0.73% 35
2025
Q4 		$3.6M Sell
12,891
-11
-0.1% -$3.15K 0.77% 31
2025
Q3 		$3.79M Hold
12,902
– – 1.02% 22
2025
Q2 		$3.67M Sell
12,902
-301
-2% -$77.6K 1.06% 22
2025
Q1 		$3.23M Sell
13,203
-65
-0.5% -$16.9K 1% 25
2024
Q4 		$3.37M Sell
13,268
-110
-0.8% -$28.3K 1.06% 24
2024
Q3 		$3.26M Buy
13,378
+190
+1% +$44.2K 1% 26
2024
Q2 		$3.03M Buy
13,188
+70
+0.5% +$16.1K 1.01% 23
2024
Q1 		$3.09M Sell
13,118
-186
-1% -$41.7K 1.09% 23
2023
Q4 		$2.92M Sell
13,304
-972
-7% -$194K 1.09% 22
2023
Q3 		$2.78M Sell
14,276
-2,019
-12% -$412K 1.09% 20
2023
Q2 		$3.35M Buy
16,295
+282
+2% +$54.7K 1.23% 18
2023
Q1 		$3.12M Sell
16,013
-299
-2% -$57.2K 1.33% 13
2022
Q4 		$2.93M Sell
16,312
-304
-2% -$55.1K 1.32% 15
2022
Q3 		$2.83M Sell
16,616
-18
-0.1% -$3.41K 1.4% 14
2022
Q2 		$2.92M Buy
16,634
+1,644
+11% +$318K 1.36% 14
2022
Q1 		$3.34M Buy
14,990
+569
+4% +$126K 1.38% 15
2021
Q4 		$3.67M Buy
+14,421
New +$3.64M 1.64% 12

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

MSH Capital Advisors's VOT Position: Q2 2026 in Review

MSH Capital Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.1% in Q2 2026, selling an estimated $43.6K and leaving 13,225 shares worth $4.05M. The position accounts for 0.7% of the portfolio, ranked #37.

MSH Capital Advisors first reported a position in VOT in Q4 2021 and has held it in 19 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • MSH Capital Advisors held 13,225 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $4.05M as of Q2 2026.
  • MSH Capital Advisors sold 151 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $43.6K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.7% of MSH Capital Advisors's portfolio in Q2 2026, its #37 holding.
  • MSH Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.