MCA
VOT icon

MSH Capital Advisors’s Vanguard 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
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 $1.66T 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

MSH Capital Advisors's VOT Position: Q1 2026 in Review

MSH Capital Advisors increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 3.8% in Q1 2026, buying an estimated $133K and bringing the position to 13,376 shares worth $3.44M. The position accounts for 0.73% of the portfolio, ranked #35.

MSH Capital Advisors first reported a position in VOT in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.79M in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • MSH Capital Advisors held 13,376 shares of Vanguard Mid-Cap Growth ETF worth $3.44M as of Q1 2026.
  • MSH Capital Advisors bought 485 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $133K.
  • Vanguard Mid-Cap Growth ETF made up 0.73% of MSH Capital Advisors's portfolio in Q1 2026, its #35 holding.
  • MSH Capital Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • MSH Capital Advisors's Vanguard Mid-Cap Growth ETF position peaked at $3.79M in Q3 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.