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

World Investment 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 		$2.38M Sell
9,243
-1,091
-11% -$315K 0.04% 433
2026
Q1 		$2.66M Sell
10,334
-551
-5% -$151K 0.04% 409
2025
Q4 		$3.04M Sell
10,885
-586
-5% -$168K 0.05% 372
2025
Q3 		$3.37M Sell
11,471
-99,734
-90% -$28.8M 0.07% 293
2025
Q2 		$31.6M Buy
111,205
+96,059
+634% +$24.8M 0.72% 25
2025
Q1 		$3.71M Sell
15,146
-103,730
-87% -$27M 0.1% 251
2024
Q4 		$30.2M Buy
118,876
+112,283
+1,703% +$28.9M 0.83% 21
2024
Q3 		$1.61M Sell
6,593
-62,371
-90% -$14.5M 0.05% 334
2024
Q2 		$15.8M Buy
+68,964
New +$15.8M 0.99% 21
2024
Q1 		– Sell
-99,290
Closed -$21.8M – 483
2023
Q4 		$21.8M Buy
99,290
+92,596
+1,383% +$18.5M 2.83% 5
2023
Q3 		$1.3M Sell
6,694
-67,529
-91% -$13.8M 0.26% 75
2023
Q2 		$15.3M Buy
74,223
+10,039
+16% +$1.95M 2.95% 8
2023
Q1 		$12.5M Buy
64,184
+60,481
+1,633% +$11.6M 2.61% 10
2022
Q4 		$666K Sell
3,703
-63,927
-95% -$11.6M 0.15% 102
2022
Q3 		$11.5M Sell
67,630
-268
-0.4% -$50.7K 2.74% 9
2022
Q2 		$13.5M Buy
+67,898
New +$13.1M 2.84% 8

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

World Investment Advisors's VOT Position: Q2 2026 in Review

World Investment Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 11% in Q2 2026, selling an estimated $315K and leaving 9,243 shares worth $2.38M. The position accounts for 0.04% of the portfolio, ranked #433.

World Investment Advisors first reported a position in VOT in Q2 2022 and has held it in 16 quarters since. The position peaked at $31.6M in Q2 2025. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • World Investment Advisors held 9,243 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.38M as of Q2 2026.
  • World Investment Advisors sold 1,091 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $315K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of World Investment Advisors's portfolio in Q2 2026, its #433 holding.
  • World Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • World Investment Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $31.6M in Q2 2025.
  • 1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.