Moody National Bank Trust Division’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Moody National Bank Trust Division’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	$3.51M	Sell	12,029 -83	-0.7%	-$24.9K	0.29%	55
2026 Q2	$3.71M	Buy	12,112 +21	+0.2%	+$6.06K	0.31%	59
2026 Q1	$3.11M	Sell	12,091 -164	-1%	-$45K	0.3%	51
2025 Q4	$3.42M	Buy	12,255 +406	+3%	+$116K	0.33%	50
2025 Q3	$3.48M	Hold	11,849	–	–	0.29%	60
2025 Q2	$3.37M	Sell	11,849 -186	-2%	-$48K	0.31%	61
2025 Q1	$2.94M	Sell	12,035 -123	-1%	-$32K	0.31%	63
2024 Q4	$3.09M	Sell	12,158 -11,056	-48%	-$2.85M	0.32%	59
2024 Q3	$5.65M	Buy	23,214 +2,156	+10%	+$502K	0.61%	28
2024 Q2	$4.83M	Buy	21,058 +8,190	+64%	+$1.88M	0.38%	27
2024 Q1	$3.03M	Hold	12,868	–	–	0.24%	48
2023 Q4	$2.83M	Sell	12,868 -255	-2%	-$51K	0.22%	57
2023 Q3	$2.56M	Hold	13,123	–	–	0.17%	97
2023 Q2	$2.7M	Buy	13,123 +2,721	+26%	+$527K	0.19%	81
2023 Q1	$2.03M	Buy	10,402 +3,842	+59%	+$736K	0.17%	104
2022 Q4	$1.18M	Buy	6,560 +2,821	+75%	+$511K	0.1%	163
2022 Q3	$638K	Buy	+3,739	New	+$708K	0.07%	269
2021 Q4	–	Sell	-41,234	Closed	-$9.74M	–	417
2021 Q3	$9.74M	Buy	+41,234	New	+$9.98M	0.14%	83

Other funds holding VOT

EFG

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

FFA

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

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

GFA

Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Moody National Bank Trust Division's VOT Position: Q3 2026 in Review

Moody National Bank Trust Division reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.69% in Q3 2026, selling an estimated $24.9K and leaving 12,029 shares worth $3.51M. The position accounts for 0.29% of the portfolio, ranked #55.

Moody National Bank Trust Division first reported a position in VOT in Q3 2021 and has held it in 18 quarters since. The position peaked at $9.74M in Q3 2021. 48 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Moody National Bank Trust Division held 12,029 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.51M as of Q3 2026.
Moody National Bank Trust Division sold 83 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $24.9K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.29% of Moody National Bank Trust Division's portfolio in Q3 2026, its #55 holding.
Moody National Bank Trust Division first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2021 and has held it in 18 quarters since.
Moody National Bank Trust Division's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $9.74M in Q3 2021.
48 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Moody National Bank Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.