FineMark National Bank & Trust’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

FineMark National Bank & 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
2025 Q4	$1.93M	Buy	+6,923	New	+$1.98M	0.06%	177
2025 Q3	–	Sell	-878	Closed	-$250K	–	474
2025 Q2	$250K	Sell	878 -11	-1%	-$2.84K	0.01%	401
2025 Q1	$217K	Buy	889 +37	+4%	+$9.62K	0.01%	404
2024 Q4	$216K	Buy	+852	New	+$219K	0.01%	399
2024 Q1	–	Sell	-1,275	Closed	-$280K	–	452
2023 Q4	$280K	Buy	1,275 +2	+0.2%	+$400	0.01%	341
2023 Q3	$248K	Buy	1,273 +6	+0.5%	+$1.23K	0.01%	360
2023 Q2	$261K	Buy	1,267 +20	+2%	+$3.88K	0.01%	361
2023 Q1	$243K	Buy	+1,247	New	+$239K	0.01%	366

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

FineMark National Bank & Trust's VOT Position: Q4 2025 in Review

FineMark National Bank & Trust opened a new position in Vanguard Mid-Cap Growth ETF (VOT) in Q4 2025: 6,923 shares worth $1.93M. The stake represents 0.06% of the portfolio and ranks #177 among its holdings. This is a return to the name: FineMark National Bank & Trust previously reported a position in VOT as recently as Q2 2025.

FineMark National Bank & Trust first reported a position in VOT in Q1 2023 and has held it in 8 quarters since. 1,076 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

FineMark National Bank & Trust held 6,923 shares of Vanguard Mid-Cap Growth ETF worth $1.93M as of Q4 2025.
Vanguard Mid-Cap Growth ETF was a new FineMark National Bank & Trust position in Q4 2025.
Vanguard Mid-Cap Growth ETF made up 0.06% of FineMark National Bank & Trust's portfolio in Q4 2025, its #177 holding.
FineMark National Bank & Trust first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2023 and has held it in 8 quarters since.
1,076 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.