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

Fiduciary 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	$323K	Sell	1,056 -75	-7%	-$21.6K	﹤0.01%	728
2026 Q1	$291K	Hold	1,131	–	–	﹤0.01%	742
2025 Q4	$316K	Sell	1,131 -63	-5%	-$18K	﹤0.01%	700
2025 Q3	$351K	Hold	1,194	–	–	﹤0.01%	655
2025 Q2	$340K	Sell	1,194 -406	-25%	-$105K	﹤0.01%	641
2025 Q1	$391K	Buy	1,600 +469	+41%	+$122K	0.01%	586
2024 Q4	$287K	Hold	1,131	–	–	﹤0.01%	580
2024 Q3	$275K	Buy	+1,131	New	+$263K	﹤0.01%	577

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

Fiduciary Trust's VOT Position: Q2 2026 in Review

Fiduciary Trust reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 6.6% in Q2 2026, selling an estimated $21.6K and leaving 1,056 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Fiduciary Trust first reported a position in VOT in Q3 2024 and has held it in 8 quarters since. The position peaked at $391K in Q1 2025. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Fiduciary Trust held 1,056 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $323K as of Q2 2026.
Fiduciary Trust sold 75 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $21.6K.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Fiduciary Trust's portfolio in Q2 2026, its #728 holding.
Fiduciary Trust first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
Fiduciary Trust's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $391K in Q1 2025.
1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.