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 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

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

Midwest Trust's VOT Position: Q2 2026 in Review

Midwest Trust reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2.9% in Q2 2026, selling an estimated $393K and leaving 45,110 shares worth $13.8M. The position accounts for 0.16% of the portfolio, ranked #134.

Midwest Trust first reported a position in VOT in Q2 2025 and has held it in 5 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Midwest Trust held 45,110 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $13.8M as of Q2 2026.
Midwest Trust sold 1,363 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $393K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.16% of Midwest Trust's portfolio in Q2 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 5 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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