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Dorsey & Whitney Trust’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Dorsey & Whitney 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 		$244K Sell
798
-306
-28% -$88.3K 0.01% 652
2026
Q1 		$284K Sell
1,104
-115
-9% -$31.6K 0.02% 582
2025
Q4 		$340K Buy
1,219
+132
+12% +$37.8K 0.02% 521
2025
Q3 		$319K Sell
1,087
-292
-21% -$84.2K 0.02% 523
2025
Q2 		$392K Sell
1,379
-63
-4% -$16.2K 0.02% 474
2025
Q1 		$353K Sell
1,442
-269
-16% -$69.9K 0.02% 475
2024
Q4 		$434K Buy
1,711
+238
+16% +$61.3K 0.02% 428
2024
Q3 		$359K Hold
1,473
– – 0.02% 467
2024
Q2 		$338K Sell
1,473
-105
-7% -$24.1K 0.02% 430
2024
Q1 		$372K Sell
1,578
-134
-8% -$30K 0.03% 412
2023
Q4 		$376K Hold
1,712
– – 0.03% 400
2023
Q3 		$333K Sell
1,712
-5
-0.3% -$1.02K 0.03% 402
2023
Q2 		$353K Hold
1,717
– – 0.03% 400
2023
Q1 		$335K Sell
1,717
-211
-11% -$40.4K 0.03% 404
2022
Q4 		$347K Buy
1,928
+3
+0.2% +$544 0.03% 376
2022
Q3 		$328K Buy
1,925
+313
+19% +$59.2K 0.03% 377
2022
Q2 		$283K Sell
1,612
-48
-3% -$9.29K 0.03% 414
2022
Q1 		$370K Hold
1,660
– – 0.03% 362
2021
Q4 		$423K Sell
1,660
-17
-1% -$4.29K 0.04% 330
2021
Q3 		$396K Sell
1,677
-442
-21% -$107K 0.04% 334
2021
Q2 		$501K Sell
2,119
-290
-12% -$65K 0.05% 281
2021
Q1 		$517K Buy
+2,409
New +$523K 0.05% 272

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Dorsey & Whitney Trust's VOT Position: Q2 2026 in Review

Dorsey & Whitney Trust reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 28% in Q2 2026, selling an estimated $88.3K and leaving 798 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #652.

Dorsey & Whitney Trust first reported a position in VOT in Q1 2021 and has held it in 22 quarters since. The position peaked at $517K in Q1 2021. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Dorsey & Whitney Trust held 798 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $244K as of Q2 2026.
  • Dorsey & Whitney Trust sold 306 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $88.3K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #652 holding.
  • Dorsey & Whitney Trust first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • Dorsey & Whitney Trust's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $517K in Q1 2021.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.