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

Haverford Trust Company’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 		$478K Hold
1,561
– – ﹤0.01% 312
2026
Q1 		$402K Buy
1,561
+222
+17% +$60.9K ﹤0.01% 332
2025
Q4 		$374K Hold
1,339
– – ﹤0.01% 334
2025
Q3 		$393K Hold
1,339
– – ﹤0.01% 317
2025
Q2 		$381K Hold
1,339
– – ﹤0.01% 330
2025
Q1 		$328K Buy
1,339
+53
+4% +$13.8K ﹤0.01% 336
2024
Q4 		$326K Hold
1,286
– – ﹤0.01% 341
2024
Q3 		$313K Hold
1,286
– – ﹤0.01% 359
2024
Q2 		$295K Buy
1,286
+56
+5% +$12.8K ﹤0.01% 362
2024
Q1 		$290K Sell
1,230
-57
-4% -$12.8K ﹤0.01% 338
2023
Q4 		$283K Buy
1,287
+57
+5% +$11.4K ﹤0.01% 332
2023
Q3 		$240K Hold
1,230
– – ﹤0.01% 330
2023
Q2 		$253K Hold
1,230
– – ﹤0.01% 330
2023
Q1 		$240K Sell
1,230
-96
-7% -$18.4K ﹤0.01% 337
2022
Q4 		$238K Buy
+1,326
New +$240K ﹤0.01% 312
2022
Q3 		– Sell
-2,292
Closed -$402K – 348
2022
Q2 		$402K Buy
2,292
+375
+20% +$72.6K 0.01% 261
2022
Q1 		$427K Hold
1,917
– – ﹤0.01% 272
2021
Q4 		$488K Hold
1,917
– – 0.01% 256
2021
Q3 		$453K Sell
1,917
-539
-22% -$130K 0.01% 260
2021
Q2 		$580K Hold
2,456
– – 0.01% 242
2021
Q1 		$527K Buy
2,456
+882
+56% +$191K 0.01% 223
2020
Q4 		$334K Hold
1,574
– – ﹤0.01% 245
2020
Q3 		$284K Hold
1,574
– – ﹤0.01% 247
2020
Q2 		$260K Buy
+1,574
New +$238K ﹤0.01% 255
2020
Q1 		– Sell
-1,581
Closed -$251K – 301
2019
Q4 		$251K Buy
1,581
+7
+0.4% +$1.07K ﹤0.01% 272
2019
Q3 		$233K Hold
1,574
– – ﹤0.01% 275
2019
Q2 		$235K Hold
1,574
– – ﹤0.01% 273
2019
Q1 		$225K Buy
+1,574
New +$212K ﹤0.01% 275

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

Haverford Trust Company's VOT Position: Q2 2026 in Review

Haverford Trust Company held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 1,561 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Haverford Trust Company first reported a position in VOT in Q1 2019 and has held it in 28 quarters since. The position peaked at $580K in Q2 2021. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Haverford Trust Company held 1,561 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $478K as of Q2 2026.
  • Haverford Trust Company 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 Haverford Trust Company's portfolio in Q2 2026, its #312 holding.
  • Haverford Trust Company first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2019 and has held it in 28 quarters since.
  • Haverford Trust Company's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $580K in Q2 2021.
  • 1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Haverford Trust Company's 13F filing for Q2 2026, filed 12 Aug 2026.