Global Trust Asset Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Global Trust Asset Management’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	$3.2K	Hold	10	–	–	﹤0.01%	401
2026 Q1	$2.69K	Hold	10	–	–	﹤0.01%	414
2025 Q4	$2.91K	Hold	10	–	–	﹤0.01%	401
2025 Q3	$3.06K	Hold	10	–	–	﹤0.01%	441
2025 Q2	$2.85K	Hold	10	–	–	﹤0.01%	434
2025 Q1	$2.85K	Hold	10	–	–	﹤0.01%	414
2024 Q4	$2.63K	Hold	10	–	–	﹤0.01%	468
2024 Q3	$2.52K	Hold	10	–	–	﹤0.01%	434
2024 Q2	$2.37K	Hold	10	–	–	﹤0.01%	412
2024 Q1	$2.43K	Hold	10	–	–	﹤0.01%	404
2023 Q4	$2.26K	Hold	10	–	–	﹤0.01%	398
2023 Q3	$2K	Hold	10	–	–	﹤0.01%	394
2023 Q2	$2.11K	Hold	10	–	–	﹤0.01%	395
2023 Q1	$2K	Hold	10	–	–	﹤0.01%	381
2022 Q4	$1.84K	Buy	+10	New	+$1.81K	﹤0.01%	371
2022 Q1	–	Sell	-10	Closed	-$3K	–	472
2021 Q4	$3K	Hold	10	–	–	﹤0.01%	384
2021 Q3	$2K	Hold	10	–	–	﹤0.01%	373
2021 Q2	$2K	Hold	10	–	–	﹤0.01%	378
2021 Q1	$2K	Hold	10	–	–	﹤0.01%	352
2020 Q4	$2K	Hold	10	–	–	﹤0.01%	364
2020 Q3	$2K	Hold	10	–	–	﹤0.01%	327
2020 Q2	$2K	Hold	10	–	–	﹤0.01%	305
2020 Q1	$1K	Buy	+10	New	+$1.52K	﹤0.01%	338

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

Global Trust Asset Management's VOT Position: Q2 2026 in Review

Global Trust Asset Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 10 shares worth $3.2K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Global Trust Asset Management first reported a position in VOT in Q1 2020 and has held it in 23 quarters since. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Global Trust Asset Management held 10 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.2K as of Q2 2026.
Global Trust Asset Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Global Trust Asset Management's portfolio in Q2 2026, its #401 holding.
Global Trust Asset Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2020 and has held it in 23 quarters since.
1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Global Trust Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.