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

Powell 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
Q2 		$646K Hold
2,109
– – 0.2% 66
2026
Q1 		$543K Hold
2,109
– – 0.19% 73
2025
Q4 		$589K Hold
2,109
– – 0.2% 69
2025
Q3 		$621K Hold
2,109
– – 0.22% 67
2025
Q2 		$601K Hold
2,109
– – 0.23% 66
2025
Q1 		$516K Hold
2,109
– – 0.25% 60
2024
Q4 		$535K Hold
2,109
– – 0.25% 61
2024
Q3 		$513K Hold
2,109
– – 0.24% 62
2024
Q2 		$485K Hold
2,109
– – 0.25% 63
2024
Q1 		$497K Hold
2,109
– – 0.26% 61
2023
Q4 		$463K Hold
2,109
– – 0.26% 62
2023
Q3 		$411K Hold
2,109
– – 0.25% 66
2023
Q2 		$434K Hold
2,109
– – 0.25% 68
2023
Q1 		$411K Hold
2,109
– – 0.23% 72
2022
Q4 		$379K Buy
+2,109
New +$382K 0.22% 74

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Powell Investment Advisors's VOT Position: Q2 2026 in Review

Powell Investment Advisors held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 2,109 shares worth $646K. The position accounts for 0.2% of the portfolio, ranked #66.

Powell Investment Advisors first reported a position in VOT in Q4 2022 and has held it in 15 quarters since. 743 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Powell Investment Advisors held 2,109 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $646K as of Q2 2026.
  • Powell Investment Advisors left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.2% of Powell Investment Advisors's portfolio in Q2 2026, its #66 holding.
  • Powell Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 743 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.