Inspire Trust Company’s Vanguard 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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

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 $501B AUM 22.01% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group

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

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