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

Sovran 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	$3.61M	Buy	12,289 +437	+4%	+$126K	0.27%	105
2026 Q1	$3.37M	Buy	11,852 +554	+5%	+$152K	0.26%	99
2025 Q4	$3.24M	Buy	11,298 +3,300	+41%	+$944K	0.28%	99
2025 Q3	$2.32M	Buy	7,998 +305	+4%	+$88K	0.2%	120
2025 Q2	$2.19M	Buy	7,693 +3,073	+67%	+$792K	0.23%	111
2025 Q1	$1.08M	Buy	4,620 +268	+6%	+$69.7K	0.14%	161
2024 Q4	$1.12M	Buy	+4,352	New	+$1.12M	0.16%	144

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

Sovran Advisors's VOT Position: Q2 2026 in Review

Sovran Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 3.7% in Q2 2026, buying an estimated $126K and bringing the position to 12,289 shares worth $3.61M. The position accounts for 0.27% of the portfolio, ranked #105.

Sovran Advisors first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Sovran Advisors held 12,289 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.61M as of Q2 2026.
Sovran Advisors bought 437 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $126K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.27% of Sovran Advisors's portfolio in Q2 2026, its #105 holding.
Sovran Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.