First American Trust’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

First American 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 Q1	$7.06M	Buy	27,422 +18,931	+223%	+$5.2M	0.47%	62
2025 Q4	$2.37M	Buy	8,491 +901	+12%	+$258K	0.16%	114
2025 Q3	$2.23M	Buy	7,590 +1,219	+19%	+$352K	0.16%	112
2025 Q2	$1.81M	Sell	6,371 -682	-10%	-$176K	0.14%	118
2025 Q1	$1.73M	Buy	7,053 +3,358	+91%	+$873K	0.16%	110
2024 Q4	$938K	Buy	3,695 +1,518	+70%	+$391K	0.09%	123
2024 Q3	$530K	Sell	2,177 -2,953	-58%	-$688K	0.05%	149
2024 Q2	$1.18M	Sell	5,130 -134	-3%	-$30.7K	0.12%	112
2024 Q1	$1.24M	Buy	5,264 +3,261	+163%	+$731K	0.13%	110
2023 Q4	$440K	Buy	2,003 +233	+13%	+$46.6K	0.05%	128
2023 Q3	$345K	Buy	1,770 +101	+6%	+$20.6K	0.05%	120
2023 Q2	$343K	Buy	+1,669	New	+$323K	0.05%	121
2022 Q4	–	Sell	-1,766	Closed	-$301K	–	165
2022 Q3	$301K	Sell	1,766 -1,353	-43%	-$256K	0.05%	120
2022 Q2	$547K	Buy	3,119 +9	+0.3%	+$1.74K	0.09%	105
2022 Q1	$693K	Sell	3,110 -651	-17%	-$144K	0.1%	101
2021 Q4	$958K	Buy	3,761 +199	+6%	+$50.2K	0.13%	87
2021 Q3	$842K	Buy	3,562 +1,862	+110%	+$451K	0.13%	86
2021 Q2	$402K	Sell	1,700 -1,925	-53%	-$432K	0.06%	110
2021 Q1	$778K	Buy	3,625 +1,747	+93%	+$379K	0.12%	91
2020 Q4	$398K	Buy	1,878 +727	+63%	+$143K	0.07%	109
2020 Q3	$207K	Buy	+1,151	New	+$203K	0.04%	135

Other funds holding VOT

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

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

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

VIA

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

First American Trust's VOT Position: Q1 2026 in Review

First American Trust increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 223% in Q1 2026, buying an estimated $5.2M and bringing the position to 27,422 shares worth $7.06M. The position accounts for 0.47% of the portfolio, ranked #62.

First American Trust first reported a position in VOT in Q3 2020 and has held it in 21 quarters since. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

First American Trust held 27,422 shares of Vanguard Mid-Cap Growth ETF worth $7.06M as of Q1 2026.
First American Trust bought 18,931 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $5.2M.
Vanguard Mid-Cap Growth ETF made up 0.47% of First American Trust's portfolio in Q1 2026, its #62 holding.
First American Trust first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2020 and has held it in 21 quarters since.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on First American Trust's 13F filing for Q1 2026, filed 12 May 2026.