NBT Bank’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

NBT Bank’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	$2.2M	Sell	7,180 -11	-0.2%	-$3.17K	0.15%	129
2026 Q1	$1.85M	Sell	7,191 -294	-4%	-$80.7K	0.12%	152
2025 Q4	$2.02M	Buy	7,485 +35	+0.5%	+$10K	0.13%	143
2025 Q3	$2.11M	Buy	7,450 +208	+3%	+$60K	0.14%	142
2025 Q2	$2.06M	Sell	7,242 -165	-2%	-$42.5K	0.14%	146
2025 Q1	$1.81M	Buy	7,407 +67	+0.9%	+$17.4K	0.13%	152
2024 Q4	$1.86M	Sell	7,340 -99	-1%	-$25.5K	0.13%	152
2024 Q3	$1.81M	Buy	7,439 +725	+11%	+$169K	0.12%	165
2024 Q2	$1.54M	Buy	6,714 +4,925	+275%	+$1.13M	0.11%	174
2024 Q1	$422K	Buy	1,789 +1,763	+6,781%	+$395K	0.03%	292
2023 Q4	$5.71K	Buy	+26	New	+$5.2K	﹤0.01%	496

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

NBT Bank's VOT Position: Q2 2026 in Review

NBT Bank reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.15% in Q2 2026, selling an estimated $3.17K and leaving 7,180 shares worth $2.2M. The position accounts for 0.15% of the portfolio, ranked #129.

NBT Bank first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

NBT Bank held 7,180 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.2M as of Q2 2026.
NBT Bank sold 11 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $3.17K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.15% of NBT Bank's portfolio in Q2 2026, its #129 holding.
NBT Bank first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.