BOM
VOT icon

Bank of Marin’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Bank of Marin’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
Q1 		$639K Buy
2,482
+225
+10% +$61.7K 0.47% 71
2025
Q4 		$630K Sell
2,257
-38
-2% -$10.9K 0.44% 70
2025
Q3 		$674K Sell
2,295
-72
-3% -$20.8K 0.48% 61
2025
Q2 		$673K Buy
+2,367
New +$610K 0.51% 64
2025
Q1 		– Sell
-2,107
Closed -$535K – 119
2024
Q4 		$535K Sell
2,107
-28
-1% -$7.21K 0.42% 72
2024
Q3 		$520K Buy
2,135
+117
+6% +$27.2K 0.42% 72
2024
Q2 		$463K Buy
+2,018
New +$463K 0.4% 81

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Bank of Marin's VOT Position: Q1 2026 in Review

Bank of Marin increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 10% in Q1 2026, buying an estimated $61.7K and bringing the position to 2,482 shares worth $639K. The position accounts for 0.47% of the portfolio, ranked #71.

Bank of Marin first reported a position in VOT in Q2 2024 and has held it in 7 quarters since. The position peaked at $674K in Q3 2025. 1,053 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Bank of Marin held 2,482 shares of Vanguard Mid-Cap Growth ETF worth $639K as of Q1 2026.
  • Bank of Marin bought 225 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $61.7K.
  • Vanguard Mid-Cap Growth ETF made up 0.47% of Bank of Marin's portfolio in Q1 2026, its #71 holding.
  • Bank of Marin first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2024 and has held it in 7 quarters since.
  • Bank of Marin's Vanguard Mid-Cap Growth ETF position peaked at $674K in Q3 2025.
  • 1,053 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Bank of Marin's 13F filing for Q1 2026, filed 14 May 2026.