Blue Trust Inc’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Blue Trust Inc’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	$54.6K	Buy	178 +81	+84%	+$23.4K	﹤0.01%	1314
2026 Q1	$25K	Sell	97 -12	-11%	-$3.29K	﹤0.01%	1573
2025 Q4	$30.4K	Sell	109 -9	-8%	-$2.58K	﹤0.01%	1536
2025 Q3	$34.7K	Buy	118 +36	+44%	+$10.4K	﹤0.01%	1528
2025 Q2	$23.3K	Hold	82	–	–	﹤0.01%	1640
2025 Q1	$20.1K	Hold	82	–	–	﹤0.01%	1639
2024 Q4	$20.8K	Sell	82 -176	-68%	-$45.3K	﹤0.01%	1589
2024 Q3	$59.3K	Buy	258 +13	+5%	+$3.03K	﹤0.01%	1494
2024 Q2	$57.8K	Hold	245	–	–	﹤0.01%	1198
2024 Q1	$57.8K	Sell	245 -492	-67%	-$110K	﹤0.01%	868
2023 Q4	$144K	Buy	737 +587	+391%	+$117K	﹤0.01%	555
2023 Q3	$31K	Sell	150 -585	-80%	-$119K	﹤0.01%	1032
2023 Q2	$143K	Buy	735 +51	+7%	+$9.88K	﹤0.01%	430
2023 Q1	$123K	Hold	684	–	–	﹤0.01%	704
2022 Q4	$117K	Hold	684	–	–	﹤0.01%	617
2022 Q3	$120K	Buy	684 +466	+214%	+$88.2K	﹤0.01%	467
2022 Q2	$49K	Buy	+218	New	+$42.2K	﹤0.01%	689

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

Blue Trust Inc's VOT Position: Q2 2026 in Review

Blue Trust Inc increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 84% in Q2 2026, buying an estimated $23.4K and bringing the position to 178 shares worth $54.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Blue Trust Inc first reported a position in VOT in Q2 2022 and has held it in 17 quarters since. The position peaked at $144K in Q4 2023. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Blue Trust Inc held 178 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $54.6K as of Q2 2026.
Blue Trust Inc bought 81 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $23.4K.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1314 holding.
Blue Trust Inc first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
Blue Trust Inc's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $144K in Q4 2023.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.