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

Snowden 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	$265K	Buy	+864	New	+$249K	0.01%	1141
2026 Q1	–	Sell	-739	Closed	-$206K	–	1351
2025 Q4	$206K	Buy	739 +52	+8%	+$14.9K	0.01%	1208
2025 Q3	$202K	Buy	+687	New	+$198K	0.01%	1198
2025 Q2	–	Sell	-852	Closed	-$209K	–	1272
2025 Q1	$209K	Sell	852 -6	-0.7%	-$1.56K	0.01%	1144
2024 Q4	$218K	Sell	858 -95	-10%	-$24.5K	0.01%	1122
2024 Q3	$232K	Hold	953	–	–	0.01%	1119
2024 Q2	$219K	Sell	953 -11	-1%	-$2.52K	0.01%	1103
2024 Q1	$227K	Buy	964 +22	+2%	+$4.93K	0.01%	1083
2023 Q4	$207K	Buy	+942	New	+$188K	0.01%	1069
2023 Q3	–	Sell	-1,754	Closed	-$361K	–	1201
2023 Q2	$361K	Sell	1,754 -175	-9%	-$33.9K	0.01%	879
2023 Q1	$376K	Buy	1,929 +307	+19%	+$58.8K	0.01%	851
2022 Q4	$291K	Sell	1,622 -238	-13%	-$43.1K	0.01%	921
2022 Q3	$317K	Sell	1,860 -564	-23%	-$107K	0.01%	873
2022 Q2	$425K	Buy	2,424 +134	+6%	+$25.9K	0.02%	695
2022 Q1	$510K	Buy	2,290 +470	+26%	+$104K	0.02%	622
2021 Q4	$463K	Buy	+1,820	New	+$459K	0.02%	468
2017 Q3	–	Sell	-1,706	Closed	-$201K	–	392
2017 Q2	$201K	Buy	+1,706	New	+$198K	0.04%	338

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

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

Snowden Capital Advisors opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 864 shares worth $265K. The stake represents 0.01% of the portfolio and ranks #1141 among its holdings. This is a return to the name: Snowden Capital Advisors previously reported a position in VOT as recently as Q4 2025.

Snowden Capital Advisors first reported a position in VOT in Q2 2017 and has held it in 17 quarters since. The position peaked at $510K in Q1 2022. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Snowden Capital Advisors held 864 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $265K as of Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF was a new Snowden Capital Advisors position in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Snowden Capital Advisors's portfolio in Q2 2026, its #1141 holding.
Snowden Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2017 and has held it in 17 quarters since.
Snowden Capital Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $510K in Q1 2022.
1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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