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

Pallas 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	$201K	Buy	+655	New	+$189K	0.01%	908
2022 Q4	–	Sell	-1,400	Closed	-$245K	–	291
2022 Q3	$245K	Sell	1,400 -230	-14%	-$43.5K	0.03%	223
2022 Q2	$305K	Buy	1,630 +12	+0.7%	+$2.32K	0.04%	185
2022 Q1	$346K	Buy	1,618 +17	+1%	+$3.75K	0.04%	192
2021 Q4	$344K	Buy	1,601 +12	+0.8%	+$3.02K	0.04%	234
2021 Q3	$412K	Sell	1,589 -14	-0.9%	-$3.39K	0.05%	259
2021 Q2	$389K	Buy	+1,603	New	+$360K	0.05%	223

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

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

Pallas Capital Advisors opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 655 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #908 among its holdings. This is a return to the name: Pallas Capital Advisors previously reported a position in VOT as recently as Q3 2022.

Pallas Capital Advisors first reported a position in VOT in Q2 2021 and has held it in 7 quarters since. The position peaked at $412K in Q3 2021. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Pallas Capital Advisors held 655 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $201K as of Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF was a new Pallas Capital Advisors position in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Pallas Capital Advisors's portfolio in Q2 2026, its #908 holding.
Pallas Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2021 and has held it in 7 quarters since.
Pallas Capital Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $412K in Q3 2021.
1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.