BankPlus Trust Department’s Vanguard Morningstar 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 Q2	$284K	Hold	928	–	–	0.07%	171
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 $1.89T 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

BankPlus Trust Department's VOT Position: Q2 2026 in Review

BankPlus Trust Department held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 928 shares worth $284K. The position accounts for 0.07% of the portfolio, ranked #171.

BankPlus Trust Department first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

BankPlus Trust Department held 928 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $284K as of Q2 2026.
BankPlus Trust Department left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.07% of BankPlus Trust Department's portfolio in Q2 2026, its #171 holding.
BankPlus Trust Department first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.