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United Advisor Group’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

United Advisor Group’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 		– Sell
-737
Closed -$206K – 536
2025
Q4 		$206K Sell
737
-34
-4% -$9.73K 0.03% 466
2025
Q3 		$227K Sell
771
-1
-0.1% -$288 0.03% 423
2025
Q2 		$220K Buy
+772
New +$199K 0.04% 361
2024
Q4 		– Sell
-1,632
Closed -$397K – 399
2024
Q3 		$397K Buy
+1,632
New +$380K 0.09% 224
2024
Q2 		– Sell
-1,124
Closed -$265K – 282
2024
Q1 		$265K Buy
+1,124
New +$252K 0.1% 180

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
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

United Advisor Group's VOT Position: Q1 2026 in Review

United Advisor Group sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2026, closing a stake of 737 shares — an estimated $206K sold.

United Advisor Group first reported a position in VOT in Q1 2024 and held it in 5 quarters. The position peaked at $397K in Q3 2024. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • United Advisor Group reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • United Advisor Group sold 737 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $206K.
  • United Advisor Group first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2024 and held it in 5 quarters.
  • United Advisor Group's Vanguard Mid-Cap Growth ETF position peaked at $397K in Q3 2024.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.