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VOT icon

Baring Financial’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Baring Financial’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
Q3 		$5.25M Buy
17,962
+424
+2% +$127K 2.8% 13
2026
Q2 		$5.37M Buy
17,538
+29
+0.2% +$8.36K 2.96% 12
2026
Q1 		$4.51M Buy
17,509
+513
+3% +$141K 2.76% 14
2025
Q4 		$4.74M Buy
16,996
+2,267
+15% +$649K 2.89% 12
2025
Q3 		$4.33M Buy
14,729
+626
+4% +$181K 2.95% 15
2025
Q2 		$4.01M Buy
14,103
+668
+5% +$172K 3% 15
2025
Q1 		$3.29M Buy
13,435
+2,511
+23% +$653K 2.76% 16
2024
Q4 		$2.77M Buy
+10,924
New +$2.81M 2.47% 14

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Busey Bank
Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Baring Financial's VOT Position: Q3 2026 in Review

Baring Financial increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2.4% in Q3 2026, buying an estimated $127K and bringing the position to 17,962 shares worth $5.25M. The position accounts for 2.8% of the portfolio, ranked #13.

Baring Financial first reported a position in VOT in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.37M in Q2 2026. 500 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Baring Financial held 17,962 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $5.25M as of Q3 2026.
  • Baring Financial bought 424 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $127K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 2.8% of Baring Financial's portfolio in Q3 2026, its #13 holding.
  • Baring Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • Baring Financial's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $5.37M in Q2 2026.
  • 500 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Baring Financial's 13F filing for Q3 2026, filed 7 Oct 2026.