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

Prime Capital 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 		$470K Sell
1,533
-87
-5% -$25.1K ﹤0.01% 713
2026
Q1 		$417K Sell
1,620
-167
-9% -$45.8K ﹤0.01% 720
2025
Q4 		$499K Buy
1,787
+38
+2% +$10.9K 0.01% 656
2025
Q3 		$514K Sell
1,749
-158
-8% -$45.6K 0.01% 625
2025
Q2 		$542K Sell
1,907
-6,194
-76% -$1.6M 0.01% 596
2025
Q1 		$1.98M Buy
8,101
+5,549
+217% +$1.44M 0.02% 368
2024
Q4 		$648K Buy
2,552
+122
+5% +$31.4K 0.01% 512
2024
Q3 		$592K Buy
2,430
+265
+12% +$61.7K 0.01% 543
2024
Q2 		$497K Sell
2,165
-2,365
-52% -$542K 0.01% 576
2024
Q1 		$1.07M Buy
4,530
+3,007
+197% +$674K 0.01% 455
2023
Q4 		$334K Buy
1,523
+103
+7% +$20.6K 0.01% 706
2023
Q3 		$277K Sell
1,420
-101
-7% -$20.6K 0.01% 609
2023
Q2 		$313K Buy
+1,521
New +$295K 0.01% 591
2023
Q1 		– Sell
-1,693
Closed -$304K – 662
2022
Q4 		$304K Sell
1,693
-303
-15% -$54.9K 0.01% 424
2022
Q3 		$340K Sell
1,996
-1,246
-38% -$236K 0.02% 290
2022
Q2 		$569K Buy
+3,242
New +$628K 0.03% 214
2019
Q3 		– Sell
-573
Closed -$86K – 633
2019
Q2 		$86K Buy
+573
New +$83.6K 0.02% 211
2019
Q1 		– Sell
-399
Closed -$48K – 468
2018
Q4 		$48K Buy
+399
New +$51.2K 0.02% 160

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Prime Capital Investment Advisors's VOT Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 5.4% in Q2 2026, selling an estimated $25.1K and leaving 1,533 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Prime Capital Investment Advisors first reported a position in VOT in Q4 2018 and has held it in 18 quarters since. The position peaked at $1.98M in Q1 2025. 901 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Prime Capital Investment Advisors held 1,533 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $470K as of Q2 2026.
  • Prime Capital Investment Advisors sold 87 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $25.1K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #713 holding.
  • Prime Capital Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2018 and has held it in 18 quarters since.
  • Prime Capital Investment Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.98M in Q1 2025.
  • 901 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.