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

Midwest Trust’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 Q3	$13.5M	Buy	46,063 +953	+2%	+$285K	0.15%	134
2026 Q2	$13.8M	Sell	45,110 -1,363	-3%	-$393K	0.16%	134
2026 Q1	$12M	Buy	46,473 +2,189	+5%	+$601K	0.15%	140
2025 Q4	$12.4M	Buy	44,284 +8,172	+23%	+$2.34M	0.15%	133
2025 Q3	$10.6M	Sell	36,112 -409	-1%	-$118K	0.14%	143
2025 Q2	$10.4M	Buy	+36,521	New	+$9.42M	0.14%	146

Other funds holding VOT

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Midwest Trust's VOT Position: Q3 2026 in Review

Midwest Trust increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2.1% in Q3 2026, buying an estimated $285K and bringing the position to 46,063 shares worth $13.5M. The position accounts for 0.15% of the portfolio, ranked #134.

Midwest Trust first reported a position in VOT in Q2 2025 and has held it in 6 quarters since. The position peaked at $13.8M in Q2 2026. 344 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Midwest Trust held 46,063 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $13.5M as of Q3 2026.
Midwest Trust bought 953 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $285K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.15% of Midwest Trust's portfolio in Q3 2026, its #134 holding.
Midwest Trust first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $13.8M in Q2 2026.
344 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.