Private Advisor Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Private Advisor 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 Q4	–	Sell	-4,200	Closed	-$8.18K	–	2526
2023 Q3	$8.18K	Buy	+4,200	New	+$857K	﹤0.01%	2188

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

Private Advisor Group's VOT Position: Q2 2026 in Review

Private Advisor Group reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 78% in Q2 2026, selling an estimated $44M and leaving 41,997 shares worth $12.9M. The position accounts for 0.06% of the portfolio, ranked #327.

Private Advisor Group first reported a position in VOT in Q4 2013 and has held it in 51 quarters since. The position peaked at $60.4M in Q3 2021. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Private Advisor Group held 41,997 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $12.9M as of Q2 2026.
Private Advisor Group sold 152,573 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $44M.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.06% of Private Advisor Group's portfolio in Q2 2026, its #327 holding.
Private Advisor Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2013 and has held it in 51 quarters since.
Private Advisor Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $60.4M in Q3 2021.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.