BankPlus Trust Department’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

BankPlus Trust Department’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	$239K	Hold	928	–	–	0.06%	171
2025 Q4	$259K	Hold	928	–	–	0.07%	155
2025 Q3	$273K	Hold	928	–	–	0.07%	151
2025 Q2	$264K	Hold	928	–	–	0.08%	137
2025 Q1	$227K	Hold	928	–	–	0.08%	132
2024 Q4	$235K	Buy	+928	New	+$239K	0.08%	131

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

BankPlus Trust Department's VOT Position: Q1 2026 in Review

BankPlus Trust Department held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 928 shares worth $239K. The position accounts for 0.06% of the portfolio, ranked #171.

BankPlus Trust Department first reported a position in VOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $273K in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

BankPlus Trust Department held 928 shares of Vanguard Mid-Cap Growth ETF worth $239K as of Q1 2026.
BankPlus Trust Department left its Vanguard Mid-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap Growth ETF made up 0.06% of BankPlus Trust Department's portfolio in Q1 2026, its #171 holding.
BankPlus Trust Department first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
BankPlus Trust Department's Vanguard Mid-Cap Growth ETF position peaked at $273K in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.