Bath Savings Trust
VOT icon

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
Q3 		$332K Buy
1,136
+408
+56% +$122K 0.03% 150
2026
Q2 		$223K Buy
+728
New +$210K 0.02% 168

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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

Bath Savings Trust's VOT Position: Q3 2026 in Review

Bath Savings Trust increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 56% in Q3 2026, buying an estimated $122K and bringing the position to 1,136 shares worth $332K. The position accounts for 0.03% of the portfolio, ranked #150.

Bath Savings Trust first reported a position in VOT in Q2 2026 and has held it in 2 quarters since. 738 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Bath Savings Trust held 1,136 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $332K as of Q3 2026.
  • Bath Savings Trust bought 408 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $122K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of Bath Savings Trust's portfolio in Q3 2026, its #150 holding.
  • Bath Savings Trust first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • 738 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Bath Savings Trust's 13F filing for Q3 2026, filed 7 Oct 2026.