Paladin Advisory Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Paladin Advisory Group’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
2023 Q1	–	Sell	-57	Closed	-$10.2K	–	501
2022 Q4	$10.2K	Hold	57	–	–	0.01%	217
2022 Q3	$9K	Hold	57	–	–	0.01%	222
2022 Q2	$9K	Buy	+57	New	+$11K	0.01%	228
2022 Q1	–	Sell	-163	Closed	-$41K	–	519
2021 Q4	$41K	Buy	+163	New	+$41.1K	0.03%	188

Other funds holding VOT

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

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Paladin Advisory Group's VOT Position: Q2 2026 in Review

Paladin Advisory Group held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 57 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #196.

Paladin Advisory Group first reported a position in VOT in Q1 2022 and has held it in 15 quarters since. The position peaked at $53K in Q1 2022. 1,101 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Paladin Advisory Group held 57 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $17.5K as of Q2 2026.
Paladin Advisory Group left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Paladin Advisory Group's portfolio in Q2 2026, its #196 holding.
Paladin Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $53K in Q1 2022.
1,101 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.