Valley National Advisers’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Valley National Advisers’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	$591K	Sell	1,929 -4,356	-69%	-$1.26M	0.07%	170
2026 Q1	$1.62M	Buy	6,285 +145	+2%	+$39.8K	0.21%	99
2025 Q4	$1.71M	Buy	6,140 +279	+5%	+$79.8K	0.24%	104
2025 Q3	$1.72M	Buy	5,861 +86	+1%	+$24.8K	0.27%	102
2025 Q2	$1.64M	Buy	5,775 +126	+2%	+$32.5K	0.27%	96
2025 Q1	$1.38M	Sell	5,649 -3	-0.1%	-$780	0.25%	105
2024 Q4	$1.43M	Buy	5,652 +65	+1%	+$16.7K	0.26%	100
2024 Q3	$1.36M	Sell	5,587 -2,525	-31%	-$588K	0.25%	110
2024 Q2	$1.86M	Buy	8,112 +1,057	+15%	+$242K	0.28%	78
2024 Q1	$1.66M	Buy	7,055 +1,468	+26%	+$329K	0.25%	80
2023 Q4	$1.23M	Buy	5,587 +5,538	+11,302%	+$1.11M	0.19%	97
2023 Q3	$10K	Hold	49	–	–	﹤0.01%	608
2023 Q2	$11K	Hold	49	–	–	﹤0.01%	592
2023 Q1	$9K	Hold	49	–	–	﹤0.01%	617
2022 Q4	$9K	Hold	49	–	–	﹤0.01%	595
2022 Q3	$9K	Sell	49 -50	-51%	-$9.46K	﹤0.01%	601
2022 Q2	$18K	Hold	99	–	–	﹤0.01%	499
2022 Q1	$22K	Hold	99	–	–	﹤0.01%	497
2021 Q4	$25K	Hold	99	–	–	﹤0.01%	474
2021 Q3	$23K	Hold	99	–	–	﹤0.01%	465
2021 Q2	$23K	Hold	99	–	–	﹤0.01%	464
2021 Q1	$21K	Buy	99 +49	+98%	+$10.6K	﹤0.01%	450
2020 Q4	$11K	Hold	50	–	–	﹤0.01%	513
2020 Q3	$9K	Hold	50	–	–	﹤0.01%	495
2020 Q2	$8K	Sell	50 -210	-81%	-$31.8K	﹤0.01%	509
2020 Q1	$33K	Hold	260	–	–	0.01%	319
2019 Q4	$41K	Hold	260	–	–	0.01%	343
2019 Q3	$39K	Hold	260	–	–	0.01%	334
2019 Q2	$39K	Hold	260	–	–	0.01%	308
2019 Q1	$37K	Hold	260	–	–	0.01%	311
2018 Q4	$31K	Buy	260 +210	+420%	+$27K	0.01%	308
2018 Q3	$7K	Hold	50	–	–	﹤0.01%	482
2018 Q2	$7K	Buy	+50	New	+$6.64K	﹤0.01%	457

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

Valley National Advisers's VOT Position: Q2 2026 in Review

Valley National Advisers reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 69% in Q2 2026, selling an estimated $1.26M and leaving 1,929 shares worth $591K. The position accounts for 0.07% of the portfolio, ranked #170.

Valley National Advisers first reported a position in VOT in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.86M in Q2 2024. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Valley National Advisers held 1,929 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $591K as of Q2 2026.
Valley National Advisers sold 4,356 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.26M.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.07% of Valley National Advisers's portfolio in Q2 2026, its #170 holding.
Valley National Advisers first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2018 and has held it in 33 quarters since.
Valley National Advisers's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.86M in Q2 2024.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.