Ballentine Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Ballentine Partners’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	$3.18M	Hold	10,380	–	–	0.04%	154
2026 Q1	$2.67M	Sell	10,380 -870	-8%	-$239K	0.04%	164
2025 Q4	$3.14M	Sell	11,250 -654	-5%	-$187K	0.04%	136
2025 Q3	$3.5M	Hold	11,904	–	–	0.05%	126
2025 Q2	$3.39M	Sell	11,904 -150	-1%	-$38.7K	0.05%	124
2025 Q1	$2.95M	Buy	12,054 +2	+0%	+$520	0.05%	129
2024 Q4	$3.06M	Buy	12,052 +1,256	+12%	+$323K	0.05%	126
2024 Q3	$2.63M	Hold	10,796	–	–	0.05%	140
2024 Q2	$2.48M	Hold	10,796	–	–	0.05%	132
2024 Q1	$2.55M	Hold	10,796	–	–	0.05%	129
2023 Q4	$2.37M	Hold	10,796	–	–	0.05%	130
2023 Q3	$2.1M	Hold	10,796	–	–	0.05%	118
2023 Q2	$2.22M	Sell	10,796 -1,137	-10%	-$220K	0.05%	116
2023 Q1	$2.33M	Sell	11,933 -3,075	-20%	-$589K	0.06%	114
2022 Q4	$2.7M	Sell	15,008 -29,892	-67%	-$5.42M	0.08%	92
2022 Q3	$7.66M	Sell	44,900 -139,287	-76%	-$26.4M	0.27%	37
2022 Q2	$32.3M	Buy	184,187 +109,246	+146%	+$21.1M	1.14%	16
2022 Q1	$16.7M	Sell	74,941 -57,379	-43%	-$12.7M	0.52%	25
2021 Q4	$33.7M	Buy	132,320 +128,977	+3,858%	+$32.5M	1.01%	19
2021 Q3	$790K	Buy	3,343 +24	+0.7%	+$5.81K	0.03%	178
2021 Q2	$784K	Hold	3,319	–	–	0.03%	176
2021 Q1	$712K	Buy	3,319 +9	+0.3%	+$1.95K	0.03%	180
2020 Q4	$702K	Hold	3,310	–	–	0.03%	174
2020 Q3	$596K	Hold	3,310	–	–	0.03%	189
2020 Q2	$546K	Hold	3,310	–	–	0.03%	202
2020 Q1	$419K	Hold	3,310	–	–	0.02%	209
2019 Q4	$526K	Hold	3,310	–	–	0.02%	218
2019 Q3	$490K	Hold	3,310	–	–	0.02%	210
2019 Q2	$494K	Hold	3,310	–	–	0.02%	214
2019 Q1	$473K	Hold	3,310	–	–	0.02%	193
2018 Q4	$396K	Hold	3,310	–	–	0.02%	206
2018 Q3	$472K	Hold	3,310	–	–	0.02%	203
2018 Q2	$445K	Hold	3,310	–	–	0.02%	200
2018 Q1	$429K	Hold	3,310	–	–	0.02%	202
2017 Q4	$423K	Sell	3,310 -1,590	-32%	-$199K	0.02%	214
2017 Q3	$597K	Hold	4,900	–	–	0.03%	170
2017 Q2	$591K	Buy	4,900 +1,590	+48%	+$185K	0.04%	175
2017 Q1	$374K	Hold	3,310	–	–	0.03%	152
2016 Q4	$350K	Hold	3,310	–	–	0.03%	141
2016 Q3	$352K	Hold	3,310	–	–	0.03%	127
2016 Q2	$337K	Hold	3,310	–	–	0.03%	144
2016 Q1	$332K	Hold	3,310	–	–	0.03%	143
2015 Q4	$330K	Hold	3,310	–	–	0.03%	131
2015 Q3	$322K	Hold	3,310	–	–	0.03%	120
2015 Q2	$353K	Hold	3,310	–	–	0.03%	121
2015 Q1	$358K	Hold	3,310	–	–	0.04%	115
2014 Q4	$336K	Hold	3,310	–	–	0.04%	118
2014 Q3	$319K	Hold	3,310	–	–	0.04%	110
2014 Q2	$319K	Hold	3,310	–	–	0.04%	108
2014 Q1	$307K	Hold	3,310	–	–	0.04%	111
2013 Q4	$299K	Sell	3,310 -690	-17%	-$60.2K	0.03%	115
2013 Q3	$341K	Sell	4,000 -355	-8%	-$29.4K	0.04%	103
2013 Q2	$340K	Buy	+4,355	New	+$340K	0.05%	81

Other funds holding VOT

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Ballentine Partners's VOT Position: Q2 2026 in Review

Ballentine Partners held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 10,380 shares worth $3.18M. The position accounts for 0.04% of the portfolio, ranked #154.

Ballentine Partners first reported a position in VOT in Q2 2013 and has held it in 53 quarters since. The position peaked at $33.7M in Q4 2021. 200 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Ballentine Partners held 10,380 shares of Vanguard Mid-Cap Growth ETF worth $3.18M as of Q2 2026.
Ballentine Partners left its Vanguard Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Mid-Cap Growth ETF made up 0.04% of Ballentine Partners's portfolio in Q2 2026, its #154 holding.
Ballentine Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2013 and has held it in 53 quarters since.
Ballentine Partners's Vanguard Mid-Cap Growth ETF position peaked at $33.7M in Q4 2021.
200 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.