NBT Bank’s Vanguard 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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

NBT Bank's VOT Position: Q1 2026 in Review

NBT Bank reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 3.9% in Q1 2026, selling an estimated $80.7K and leaving 7,191 shares worth $1.85M. The position accounts for 0.12% of the portfolio, ranked #152.

NBT Bank first reported a position in VOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.11M in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

NBT Bank held 7,191 shares of Vanguard Mid-Cap Growth ETF worth $1.85M as of Q1 2026.
NBT Bank sold 294 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $80.7K.
Vanguard Mid-Cap Growth ETF made up 0.12% of NBT Bank's portfolio in Q1 2026, its #152 holding.
NBT Bank first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
NBT Bank's Vanguard Mid-Cap Growth ETF position peaked at $2.11M in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.