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 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Moody National Bank Trust Division's VOT Position: Q2 2026 in Review

Moody National Bank Trust Division increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.17% in Q2 2026, buying an estimated $6.06K and bringing the position to 12,112 shares worth $3.71M. The position accounts for 0.31% of the portfolio, ranked #59.

Moody National Bank Trust Division first reported a position in VOT in Q3 2021 and has held it in 17 quarters since. The position peaked at $9.74M in Q3 2021. 561 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Moody National Bank Trust Division held 12,112 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.71M as of Q2 2026.
Moody National Bank Trust Division bought 21 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $6.06K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.31% of Moody National Bank Trust Division's portfolio in Q2 2026, its #59 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 17 quarters since.
Moody National Bank Trust Division's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $9.74M in Q3 2021.
561 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.