Atlantic Union Bankshares’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Atlantic Union Bankshares’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	$1.13M	Buy	3,703 +367	+11%	+$106K	0.02%	354
2026 Q1	$859K	Sell	3,336 -58	-2%	-$15.9K	0.02%	397
2025 Q4	$947K	Hold	3,394	–	–	0.02%	380
2025 Q3	$997K	Buy	3,394 +74	+2%	+$21.3K	0.02%	375
2025 Q2	$944K	Buy	3,320 +360	+12%	+$92.8K	0.02%	325
2025 Q1	$724K	Hold	2,960	–	–	0.04%	201
2024 Q4	$751K	Buy	2,960 +403	+16%	+$104K	0.04%	212
2024 Q3	$623K	Hold	2,557	–	–	0.04%	230
2024 Q2	$587K	Buy	2,557 +223	+10%	+$51.1K	0.04%	228
2024 Q1	$550K	Buy	2,334 +654	+39%	+$147K	0.05%	204
2023 Q4	$369K	Sell	1,680 -50	-3%	-$10K	0.03%	232
2023 Q3	$337K	Hold	1,730	–	–	0.03%	234
2023 Q2	$356K	Hold	1,730	–	–	0.04%	238
2023 Q1	$337K	Hold	1,730	–	–	0.04%	227
2022 Q4	$311K	Sell	1,730 -1,800	-51%	-$326K	0.03%	224
2022 Q3	$602K	Sell	3,530 -1,700	-33%	-$322K	0.07%	162
2022 Q2	$917K	Hold	5,230	–	–	0.09%	136
2022 Q1	$1.17M	Hold	5,230	–	–	0.1%	134
2021 Q4	$1.33M	Hold	5,230	–	–	0.11%	127
2021 Q3	$1.24M	Hold	5,230	–	–	0.12%	135
2021 Q2	$1.24M	Sell	5,230 -686	-12%	-$154K	0.12%	132
2021 Q1	$1.27M	Buy	5,916 +1,968	+50%	+$427K	0.13%	121
2020 Q4	$837K	Buy	+3,948	New	+$778K	0.09%	154

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

Atlantic Union Bankshares's VOT Position: Q2 2026 in Review

Atlantic Union Bankshares increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 11% in Q2 2026, buying an estimated $106K and bringing the position to 3,703 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #354.

Atlantic Union Bankshares first reported a position in VOT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.33M in Q4 2021. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Atlantic Union Bankshares held 3,703 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.13M as of Q2 2026.
Atlantic Union Bankshares bought 367 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $106K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Atlantic Union Bankshares's portfolio in Q2 2026, its #354 holding.
Atlantic Union Bankshares first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
Atlantic Union Bankshares's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.33M in Q4 2021.
1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.