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Baldwin Investment Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Baldwin Investment Management’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 		$1.53M Hold
5,000
– – 0.15% 87
2026
Q1 		$1.29M Hold
5,000
– – 0.15% 86
2025
Q4 		$1.4M Sell
5,000
-150
-3% -$42.9K 0.16% 80
2025
Q3 		$1.51M Hold
5,150
– – 0.17% 73
2025
Q2 		$1.46M Hold
5,150
– – 0.18% 75
2025
Q1 		$1.26M Sell
5,150
-249
-5% -$64.7K 0.15% 85
2024
Q4 		$1.37M Sell
5,399
-285
-5% -$73.4K 0.18% 75
2024
Q3 		$1.38M Hold
5,684
– – 0.17% 82
2024
Q2 		$1.3M Hold
5,684
– – 0.18% 89
2024
Q1 		$1.34M Hold
5,684
– – 0.18% 89
2023
Q4 		$1.25M Hold
5,684
– – 0.2% 78
2023
Q3 		$1.11M Buy
5,684
+20
+0.4% +$4.08K 0.19% 86
2023
Q2 		$1.17M Buy
5,664
+15
+0.3% +$2.91K 0.19% 79
2023
Q1 		$1.1M Hold
5,649
– – 0.2% 81
2022
Q4 		$1.02M Sell
5,649
-150
-3% -$27.2K 0.18% 83
2022
Q3 		$989K Buy
5,799
+5
+0.1% +$946 0.2% 85
2022
Q2 		$1.02M Hold
5,794
– – 0.19% 89
2022
Q1 		$1.29M Sell
5,794
-166
-3% -$36.6K 0.2% 86
2021
Q4 		$1.52M Sell
5,960
-60
-1% -$15.1K 0.24% 76
2021
Q3 		$1.42M Hold
6,020
– – 0.25% 70
2021
Q2 		$1.42M Hold
6,020
– – 0.24% 71
2021
Q1 		$1.29M Buy
6,020
+5
+0.1% +$1.08K 0.24% 78
2020
Q4 		$1.28M Hold
6,015
– – 0.25% 74
2020
Q3 		$1.08M Sell
6,015
-190
-3% -$33.5K 0.25% 68
2020
Q2 		$1.02M Buy
6,205
+200
+3% +$30.2K 0.32% 53
2020
Q1 		$761K Sell
6,005
-85
-1% -$12.9K 0.26% 59
2019
Q4 		$967K Buy
6,090
+25
+0.4% +$3.81K 0.26% 64
2019
Q3 		$898K Hold
6,065
– – 0.26% 63
2019
Q2 		$906K Hold
6,065
– – 0.26% 63
2019
Q1 		$866K Hold
6,065
– – 0.26% 63
2018
Q4 		$726K Hold
6,065
– – 0.23% 66
2018
Q3 		$864K Hold
6,065
– – 0.25% 64
2018
Q2 		$815K Buy
+6,065
New +$806K 0.26% 65

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

Baldwin Investment Management's VOT Position: Q2 2026 in Review

Baldwin Investment Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 5,000 shares worth $1.53M. The position accounts for 0.15% of the portfolio, ranked #87.

Baldwin Investment Management first reported a position in VOT in Q2 2018 and has held it in 33 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Baldwin Investment Management held 5,000 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.53M as of Q2 2026.
  • Baldwin Investment Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.15% of Baldwin Investment Management's portfolio in Q2 2026, its #87 holding.
  • Baldwin Investment Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2018 and has held it in 33 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.