American Trust’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

American Trust’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	$585K	Buy	1,910 +61	+3%	+$17.6K	0.05%	153
2026 Q1	$476K	Buy	1,849 +733	+66%	+$201K	0.04%	164
2025 Q4	$312K	Sell	1,116 -39	-3%	-$11.2K	0.03%	231
2025 Q3	$339K	Sell	1,155 -37	-3%	-$10.7K	0.03%	229
2025 Q2	$339K	Buy	+1,192	New	+$307K	0.03%	200
2025 Q1	–	Sell	-1,120	Closed	-$284K	–	305
2024 Q4	$284K	Buy	+1,120	New	+$288K	0.02%	237
2024 Q2	–	Sell	-911	Closed	-$215K	–	300
2024 Q1	$215K	Sell	911 -276	-23%	-$61.8K	0.02%	256
2023 Q4	$261K	Sell	1,187 -7,323	-86%	-$1.46M	0.02%	232
2023 Q3	$1.66M	Buy	8,510 +7,500	+743%	+$1.53M	0.13%	84
2023 Q2	$208K	Sell	1,010 -381	-27%	-$73.8K	0.01%	391
2023 Q1	$325K	Buy	1,391 +15	+1%	+$2.87K	0.02%	291
2022 Q4	$290K	Buy	+1,376	New	+$249K	0.03%	313
2022 Q2	–	Sell	-989	Closed	-$220K	–	526
2022 Q1	$220K	Buy	+989	New	+$218K	0.01%	445

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

American Trust's VOT Position: Q2 2026 in Review

American Trust increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 3.3% in Q2 2026, buying an estimated $17.6K and bringing the position to 1,910 shares worth $585K. The position accounts for 0.05% of the portfolio, ranked #153.

American Trust first reported a position in VOT in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.66M in Q3 2023. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

American Trust held 1,910 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $585K as of Q2 2026.
American Trust bought 61 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $17.6K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.05% of American Trust's portfolio in Q2 2026, its #153 holding.
American Trust first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2022 and has held it in 13 quarters since.
American Trust's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.66M in Q3 2023.
1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.