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

Regal 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 Q1	$7.32M	Buy	28,451 +1,605	+6%	+$440K	0.42%	63
2025 Q4	$7.49M	Buy	26,846 +415	+2%	+$119K	0.45%	55
2025 Q3	$7.77M	Sell	26,431 -153	-0.6%	-$44.1K	0.51%	50
2025 Q2	$7.56M	Sell	26,584 -29	-0.1%	-$7.48K	0.57%	44
2025 Q1	$6.51M	Buy	26,613 +431	+2%	+$112K	0.53%	48
2024 Q4	$6.64M	Buy	26,182 +73	+0.3%	+$18.8K	0.5%	52
2024 Q3	$6.36M	Buy	26,109 +559	+2%	+$130K	0.45%	60
2024 Q2	$5.87M	Buy	25,550 +204	+0.8%	+$46.8K	0.38%	71
2024 Q1	$5.98M	Sell	25,346 -305	-1%	-$68.3K	0.41%	68
2023 Q4	$5.63M	Buy	25,651 +476	+2%	+$95.2K	0.43%	65
2023 Q3	$4.9M	Sell	25,175 -1,598	-6%	-$326K	0.41%	70
2023 Q2	$5.51M	Sell	26,773 -526	-2%	-$102K	0.46%	60
2023 Q1	$5.32M	Buy	27,299 +860	+3%	+$165K	0.47%	62
2022 Q4	$4.75M	Buy	26,439 +272	+1%	+$49.3K	0.46%	59
2022 Q3	$4.46M	Buy	26,167 +185	+0.7%	+$35K	0.47%	61
2022 Q2	$4.56M	Buy	25,982 +3,116	+14%	+$603K	0.47%	60
2022 Q1	$5.09M	Buy	22,866 +928	+4%	+$205K	0.47%	58
2021 Q4	$5.59M	Buy	21,938 +341	+2%	+$86K	0.49%	50
2021 Q3	$5.1M	Buy	21,597 +627	+3%	+$152K	0.5%	51
2021 Q2	$4.96M	Buy	20,970 +6,602	+46%	+$1.48M	0.5%	50
2021 Q1	$3.08M	Sell	14,368 -6,321	-31%	-$1.37M	3.12%	11
2020 Q4	$4.39M	Buy	20,689 +5,836	+39%	+$1.15M	0.5%	51
2020 Q3	$2.68M	Sell	14,853 -6,293	-30%	-$1.11M	3.16%	10
2020 Q2	$3.49M	Buy	21,146 +6,393	+43%	+$967K	0.64%	42
2020 Q1	$1.87M	Sell	14,753 -5,684	-28%	-$863K	2.75%	12
2019 Q4	$3.25M	Buy	20,437 +713	+4%	+$109K	0.58%	46
2019 Q3	$2.92M	Buy	19,724 +592	+3%	+$88.7K	0.57%	43
2019 Q2	$2.86M	Buy	19,132 +185	+1%	+$27K	0.56%	47
2019 Q1	$2.71M	Sell	18,947 -591	-3%	-$79.5K	0.55%	51
2018 Q4	$2.34M	Buy	19,538 +786	+4%	+$101K	0.51%	56
2018 Q3	$2.67M	Buy	18,752 +5,037	+37%	+$706K	0.56%	44
2018 Q2	$1.84M	Sell	13,715 -4,586	-25%	-$609K	0.56%	50
2018 Q1	$2.37M	Sell	18,301 -7	-0%	-$920	0.52%	52
2017 Q4	$2.34M	Sell	18,308 -301	-2%	-$37.8K	0.52%	58
2017 Q3	$2.27M	Sell	18,609 -463	-2%	-$55.2K	0.53%	59
2017 Q2	$2.24M	Sell	19,072 -25	-0.1%	-$2.9K	0.56%	65
2017 Q1	$2.16M	Buy	19,097 +357	+2%	+$39.7K	0.56%	65
2016 Q4	$1.98M	Buy	18,740 +1,797	+11%	+$189K	0.55%	69
2016 Q3	$1.8M	Buy	16,943 +975	+6%	+$103K	0.51%	68
2016 Q2	$1.63M	Buy	15,968 +1,604	+11%	+$162K	0.45%	80
2016 Q1	$1.44M	Buy	14,364 +2,050	+17%	+$191K	0.39%	81
2015 Q4	$1.23M	Buy	12,314 +4,404	+56%	+$446K	0.32%	90
2015 Q3	$769K	Buy	7,910 +3,015	+62%	+$315K	0.2%	124
2015 Q2	$521K	Buy	4,895 +550	+13%	+$59.6K	0.14%	151
2015 Q1	$469K	Buy	4,345 +496	+13%	+$51.7K	0.12%	162
2014 Q4	$391K	Buy	3,849 +1,905	+98%	+$188K	0.1%	162
2014 Q3	$187K	Buy	+1,944	New	+$188K	0.06%	226
2013 Q3	–	Sell	-259	Closed	-$20K	–	943
2013 Q2	$20K	Buy	+259	New	+$20.2K	0.01%	464

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Regal Investment Advisors's VOT Position: Q1 2026 in Review

Regal Investment Advisors increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 6% in Q1 2026, buying an estimated $440K and bringing the position to 28,451 shares worth $7.32M. The position accounts for 0.42% of the portfolio, ranked #63.

Regal Investment Advisors first reported a position in VOT in Q2 2013 and has held it in 48 quarters since. The position peaked at $7.77M in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Regal Investment Advisors held 28,451 shares of Vanguard Mid-Cap Growth ETF worth $7.32M as of Q1 2026.
Regal Investment Advisors bought 1,605 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $440K.
Vanguard Mid-Cap Growth ETF made up 0.42% of Regal Investment Advisors's portfolio in Q1 2026, its #63 holding.
Regal Investment Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2013 and has held it in 48 quarters since.
Regal Investment Advisors's Vanguard Mid-Cap Growth ETF position peaked at $7.77M in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.