UBS AM’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

UBS AM’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	$1.83M	Sell	5,989 -3,073	-34%	-$886K	﹤0.01%	2084
2026 Q1	$2.33M	Buy	9,062 +6,873	+314%	+$1.89M	﹤0.01%	1961
2025 Q4	$611K	Buy	+2,189	New	+$626K	﹤0.01%	2282
2019 Q4	–	Sell	-3,841	Closed	-$569K	–	2853
2019 Q3	$569K	Hold	3,841	–	–	﹤0.01%	2228
2019 Q2	$574K	Buy	3,841 +286	+8%	+$41.7K	﹤0.01%	2153
2019 Q1	$508K	Buy	3,555 +1,652	+87%	+$222K	﹤0.01%	2109
2018 Q4	$228K	Buy	1,903 +1,361	+251%	+$175K	﹤0.01%	2332
2018 Q3	$77.2K	Hold	542	–	–	﹤0.01%	2543
2018 Q2	$72.8K	Buy	542 +449	+483%	+$59.6K	﹤0.01%	2571
2018 Q1	$12.1K	Hold	93	–	–	﹤0.01%	2569
2017 Q4	$11.9K	Hold	93	–	–	﹤0.01%	2495
2017 Q3	$11.3K	Hold	93	–	–	﹤0.01%	2455
2017 Q2	$10.9K	Buy	+93	New	+$10.8K	﹤0.01%	2448

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

UBS AM's VOT Position: Q2 2026 in Review

UBS AM reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 34% in Q2 2026, selling an estimated $886K and leaving 5,989 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #2084.

UBS AM first reported a position in VOT in Q2 2017 and has held it in 13 quarters since. The position peaked at $2.33M in Q1 2026. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

UBS AM held 5,989 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.83M as of Q2 2026.
UBS AM sold 3,073 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $886K.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2084 holding.
UBS AM first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2017 and has held it in 13 quarters since.
UBS AM's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.33M in Q1 2026.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.