Private Advisor Group
VOT icon

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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Private Advisor Group's VOT Position: Q3 2026 in Review

Private Advisor Group increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 399% in Q3 2026, buying an estimated $50.3M and bringing the position to 209,752 shares worth $61.3M. The position accounts for 0.2% of the portfolio, ranked #104.

Private Advisor Group first reported a position in VOT in Q4 2013 and has held it in 52 quarters since. 891 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Private Advisor Group held 209,752 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $61.3M as of Q3 2026.
  • Private Advisor Group bought 167,755 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $50.3M.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.2% of Private Advisor Group's portfolio in Q3 2026, its #104 holding.
  • Private Advisor Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2013 and has held it in 52 quarters since.
  • 891 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.