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Signature Estate & Investment Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Signature Estate & 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 		$919K Sell
3,001
-1,227
-29% -$354K 0.02% 288
2026
Q1 		$1.09M Sell
4,228
-1,856
-31% -$509K 0.02% 259
2025
Q4 		$1.7M Buy
6,084
+304
+5% +$87K 0.03% 182
2025
Q3 		$1.7M Sell
5,780
-1
-0% -$288 0.04% 185
2025
Q2 		$1.64M Sell
5,781
-493
-8% -$127K 0.04% 177
2025
Q1 		$1.53M Sell
6,274
-1,753
-22% -$456K 0.04% 173
2024
Q4 		$2.04M Buy
8,027
+20
+0.2% +$5.15K 0.05% 130
2024
Q3 		$1.95M Sell
8,007
-240
-3% -$55.9K 0.05% 130
2024
Q2 		$1.89M Buy
8,247
+3,033
+58% +$696K 0.05% 137
2024
Q1 		$1.23M Sell
5,214
-1,128
-18% -$253K 0.03% 85
2023
Q4 		$1.39M Sell
6,342
-269
-4% -$53.8K 0.04% 89
2023
Q3 		$1.29M Sell
6,611
-266
-4% -$54.3K 0.04% 82
2023
Q2 		$1.42M Buy
6,877
+431
+7% +$83.5K 0.05% 85
2023
Q1 		$1.26M Sell
6,446
-344
-5% -$65.9K 0.04% 86
2022
Q4 		$1.22M Sell
6,790
-181
-3% -$32.8K 0.04% 91
2022
Q3 		$1.19M Sell
6,971
-157
-2% -$29.7K 0.06% 83
2022
Q2 		$1.25M Sell
7,128
-9
-0.1% -$1.74K 0.06% 81
2022
Q1 		$1.59M Sell
7,137
-401
-5% -$88.5K 0.07% 75
2021
Q4 		$1.92M Sell
7,538
-221
-3% -$55.7K 0.09% 74
2021
Q3 		$1.83M Sell
7,759
-585
-7% -$142K 0.09% 72
2021
Q2 		$1.97M Sell
8,344
-743
-8% -$167K 0.09% 67
2021
Q1 		$1.95M Sell
9,087
-18
-0.2% -$3.9K 0.09% 68
2020
Q4 		$1.93M Sell
9,105
-1,104
-11% -$217K 0.1% 64
2020
Q3 		$1.84M Sell
10,209
-824
-7% -$145K 0.11% 65
2020
Q2 		$1.82M Sell
11,033
-3,208
-23% -$485K 0.13% 61
2020
Q1 		$1.8M Sell
14,241
-3,656
-20% -$555K 0.14% 64
2019
Q4 		$2.84M Sell
17,897
-1,249
-7% -$191K 0.17% 65
2019
Q3 		$2.83M Sell
19,146
-472
-2% -$70.7K 0.19% 63
2019
Q2 		$2.93M Buy
19,618
+137
+0.7% +$20K 0.19% 64
2019
Q1 		$2.78M Sell
19,481
-4,391
-18% -$591K 0.19% 66
2018
Q4 		$2.86M Sell
23,872
-1,442
-6% -$185K 0.25% 61
2018
Q3 		$3.61M Sell
25,314
-1,252
-5% -$175K 0.32% 49
2018
Q2 		$3.57M Sell
26,566
-1,209
-4% -$161K 0.34% 46
2018
Q1 		$3.6M Sell
27,775
-3,629
-12% -$477K 0.36% 45
2017
Q4 		$4.01M Sell
31,404
-747
-2% -$93.7K 0.41% 47
2017
Q3 		$3.91M Sell
32,151
-43,248
-57% -$5.15M 0.44% 43
2017
Q2 		$8.87M Sell
75,399
-4,773
-6% -$555K 1.05% 33
2017
Q1 		$9.05M Buy
80,172
+9,154
+13% +$1.02M 1.13% 32
2016
Q4 		$7.5M Sell
71,018
-12,085
-15% -$1.27M 1.04% 35
2016
Q3 		$8.84M Sell
83,103
-3,232
-4% -$342K 1.29% 32
2016
Q2 		$8.8M Sell
86,335
-11,637
-12% -$1.18M 1.41% 29
2016
Q1 		$9.82M Buy
97,972
+2,067
+2% +$193K 1.61% 27
2015
Q4 		$9.56M Buy
95,905
+701
+0.7% +$71K 1.65% 26
2015
Q3 		$9.26M Buy
95,204
+7,059
+8% +$737K 1.93% 25
2015
Q2 		$9.39M Buy
88,145
+5,357
+6% +$580K 2.1% 24
2015
Q1 		$8.94M Sell
82,788
-4,091
-5% -$426K 2.36% 23
2014
Q4 		$8.83M Buy
86,879
+1,152
+1% +$114K 2.93% 8
2014
Q3 		$8.25M Buy
85,727
+7,432
+9% +$720K 2.95% 8
2014
Q2 		$7.54M Buy
78,295
+11,182
+17% +$1.03M 2.65% 9
2014
Q1 		$6.21M Buy
67,113
+9,595
+17% +$877K 2.43% 11
2013
Q4 		$5.19M Buy
57,518
+8,424
+17% +$735K 2.57% 12
2013
Q3 		$4.18M Buy
49,094
+9,008
+22% +$746K 2.41% 17
2013
Q2 		$3.13M Buy
+40,086
New +$3.13M 2.25% 17

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Signature Estate & Investment Advisors's VOT Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 29% in Q2 2026, selling an estimated $354K and leaving 3,001 shares worth $919K. The position accounts for 0.02% of the portfolio, ranked #288.

Signature Estate & Investment Advisors first reported a position in VOT in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.82M in Q1 2016. 743 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Signature Estate & Investment Advisors held 3,001 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $919K as of Q2 2026.
  • Signature Estate & Investment Advisors sold 1,227 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $354K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #288 holding.
  • Signature Estate & Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Signature Estate & Investment Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $9.82M in Q1 2016.
  • 743 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.