Bank of Marin’s Vanguard Morningstar 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 Q2	$757K	Sell	2,473 -9	-0.4%	-$2.6K	0.53%	51
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 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

Bank of Marin's VOT Position: Q2 2026 in Review

Bank of Marin reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.36% in Q2 2026, selling an estimated $2.6K and leaving 2,473 shares worth $757K. The position accounts for 0.53% of the portfolio, ranked #51.

Bank of Marin first reported a position in VOT in Q2 2024 and has held it in 8 quarters since. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Bank of Marin held 2,473 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $757K as of Q2 2026.
Bank of Marin sold 9 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.6K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.53% of Bank of Marin's portfolio in Q2 2026, its #51 holding.
Bank of Marin first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Bank of Marin's 13F filing for Q2 2026, filed 13 Aug 2026.