Bath Savings Trust’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Bath Savings Trust’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	$223K	Buy	+728	New	+$210K	0.02%	168

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

Bath Savings Trust's VOT Position: Q2 2026 in Review

Bath Savings Trust opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 728 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #168 among its holdings.

1,101 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Bath Savings Trust held 728 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $223K as of Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF was a new Bath Savings Trust position in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Bath Savings Trust's portfolio in Q2 2026, its #168 holding.
1,101 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Bath Savings Trust's 13F filing for Q2 2026, filed 9 Jul 2026.