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

Inspire 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	$13.3M	Buy	43,500 +3,000	+7%	+$865K	1.83%	12
2026 Q1	$10.4M	Buy	40,500 +4,000	+11%	+$1.1M	1.61%	14
2025 Q4	$10.2M	Buy	36,500 +6,000	+20%	+$1.72M	1.67%	14
2025 Q3	$8.96M	Buy	30,500 +2,000	+7%	+$577K	1.63%	15
2025 Q2	$8.11M	Buy	28,500 +3,500	+14%	+$902K	1.67%	13
2025 Q1	$6.12M	Buy	25,000 +1,789	+8%	+$465K	1.45%	13
2024 Q4	$5.89M	Buy	23,211 +3,000	+15%	+$772K	1.51%	14
2024 Q3	$4.92M	Buy	20,211 +2,700	+15%	+$629K	1.36%	18
2024 Q2	$4.02M	Buy	17,511 +6,300	+56%	+$1.44M	1.33%	17
2024 Q1	$2.64M	Buy	11,211 +4,100	+58%	+$919K	1.48%	15
2023 Q4	$1.56M	Buy	+7,111	New	+$1.42M	1.61%	12

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

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

Inspire Trust Company increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 7.4% in Q2 2026, buying an estimated $865K and bringing the position to 43,500 shares worth $13.3M. The position accounts for 1.83% of the portfolio, ranked #12.

Inspire Trust Company first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Inspire Trust Company held 43,500 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $13.3M as of Q2 2026.
Inspire Trust Company bought 3,000 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $865K.
Vanguard Morningstar Mid-Cap Growth ETF made up 1.83% of Inspire Trust Company's portfolio in Q2 2026, its #12 holding.
Inspire Trust Company first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Inspire Trust Company's 13F filing for Q2 2026, filed 5 Aug 2026.