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Bank of Jackson Hole Trust’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Bank of Jackson Hole 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 		– Sell
-287
Closed -$73.9K – 457
2026
Q1 		$73.9K Buy
287
+20
+7% +$5.49K 0.04% 208
2025
Q4 		$74.5K Hold
267
– – 0.04% 208
2025
Q3 		$78.4K Hold
267
– – 0.04% 202
2025
Q2 		$75.9K Buy
267
+15
+6% +$3.87K 0.04% 193
2025
Q1 		$65.5K Sell
252
-485
-66% -$126K 0.04% 207
2024
Q4 		$187K Buy
+737
New +$190K 0.12% 128

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

Bank of Jackson Hole Trust's VOT Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026, closing a stake of 287 shares — an estimated $73.9K sold.

Bank of Jackson Hole Trust first reported a position in VOT in Q4 2024 and held it in 6 quarters. The position peaked at $187K in Q4 2024. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Bank of Jackson Hole Trust reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 287 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $73.9K.
  • Bank of Jackson Hole Trust first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and held it in 6 quarters.
  • Bank of Jackson Hole Trust's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $187K in Q4 2024.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.