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

Providence 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	$5.51K	Hold	18	–	–	﹤0.01%	310
2026 Q1	$4.63K	Sell	18 -73	-80%	-$20K	﹤0.01%	188
2025 Q4	$25.4K	Sell	91 -36	-28%	-$10.3K	﹤0.01%	171
2025 Q3	$37.4K	Buy	127 +13	+11%	+$3.75K	0.01%	160
2025 Q2	$32.5K	Buy	+114	New	+$29.4K	0.01%	165
2024 Q4	–	Sell	-73	Closed	-$17.8K	–	338
2024 Q3	$17.8K	Buy	+73	New	+$17K	﹤0.01%	223
2019 Q1	–	Sell	-360	Closed	-$43K	–	327
2018 Q4	$43K	Hold	360	–	–	0.03%	130
2018 Q3	$51K	Buy	+360	New	+$50.4K	0.03%	127

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

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

Providence Capital Advisors held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 18 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Providence Capital Advisors first reported a position in VOT in Q3 2018 and has held it in 8 quarters since. The position peaked at $51K in Q3 2018. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Providence Capital Advisors held 18 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $5.51K as of Q2 2026.
Providence Capital Advisors left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Providence Capital Advisors's portfolio in Q2 2026, its #310 holding.
Providence Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2018 and has held it in 8 quarters since.
Providence Capital Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $51K in Q3 2018.
1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Providence Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.