HM Payson & Co’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

HM Payson & Co’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	$2.45K	Hold	8	–	–	﹤0.01%	1040
2026 Q1	$2.06K	Buy	+8	New	+$2.19K	﹤0.01%	1038
2025 Q1	–	Sell	-355	Closed	-$90.1K	–	1085
2024 Q4	$90.1K	Buy	355 +318	+859%	+$81.9K	﹤0.01%	550
2024 Q3	$9.01K	Buy	+37	New	+$8.62K	﹤0.01%	847
2023 Q2	–	Sell	-78	Closed	-$15.2K	–	1060
2023 Q1	$15.2K	Buy	+78	New	+$14.9K	﹤0.01%	755
2022 Q4	–	Sell	-94	Closed	-$16K	–	1002
2022 Q3	$16K	Hold	94	–	–	﹤0.01%	733
2022 Q2	$16K	Buy	+94	New	+$18.2K	﹤0.01%	759
2022 Q1	–	Sell	-66	Closed	-$17K	–	1160
2021 Q4	$17K	Hold	66	–	–	﹤0.01%	793
2021 Q3	$16K	Hold	66	–	–	﹤0.01%	779
2021 Q2	$16K	Hold	66	–	–	﹤0.01%	780
2021 Q1	$14K	Hold	66	–	–	﹤0.01%	834
2020 Q4	$14K	Hold	66	–	–	﹤0.01%	838
2020 Q3	$12K	Hold	66	–	–	﹤0.01%	812
2020 Q2	$11K	Hold	66	–	–	﹤0.01%	739
2020 Q1	$8K	Hold	66	–	–	﹤0.01%	764
2019 Q4	$10K	Hold	66	–	–	﹤0.01%	807
2019 Q3	$10K	Hold	66	–	–	﹤0.01%	818
2019 Q2	$10K	Buy	+66	New	+$9.63K	﹤0.01%	822

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

HM Payson & Co's VOT Position: Q2 2026 in Review

HM Payson & Co held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 8 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

HM Payson & Co first reported a position in VOT in Q2 2019 and has held it in 18 quarters since. The position peaked at $90.1K in Q4 2024. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

HM Payson & Co held 8 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.45K as of Q2 2026.
HM Payson & Co 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 HM Payson & Co's portfolio in Q2 2026, its #1040 holding.
HM Payson & Co first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2019 and has held it in 18 quarters since.
HM Payson & Co's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $90.1K in Q4 2024.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.