New Hampshire Trust’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

New Hampshire 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 Q1	–	Sell	-1,212	Closed	-$338K	–	173
2025 Q4	$338K	Hold	1,212	–	–	0.07%	136
2025 Q3	$356K	Hold	1,212	–	–	0.07%	144
2025 Q2	$345K	Hold	1,212	–	–	0.07%	148
2025 Q1	$297K	Hold	1,212	–	–	0.07%	153
2024 Q4	$308K	Hold	1,212	–	–	0.06%	154
2024 Q3	$295K	Hold	1,212	–	–	0.06%	159
2024 Q2	$278K	Hold	1,212	–	–	0.06%	154
2024 Q1	$286K	Hold	1,212	–	–	0.07%	147
2023 Q4	$266K	Hold	1,212	–	–	0.06%	149
2023 Q3	$236K	Buy	1,212 +12	+1%	+$2.45K	0.06%	152
2023 Q2	$247K	Hold	1,200	–	–	0.06%	151
2023 Q1	$234K	Hold	1,200	–	–	0.06%	155
2022 Q4	$216K	Buy	+1,200	New	+$217K	0.06%	162

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

New Hampshire Trust's VOT Position: Q1 2026 in Review

New Hampshire Trust sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2026, closing a stake of 1,212 shares — an estimated $338K sold.

New Hampshire Trust first reported a position in VOT in Q4 2022 and held it in 13 quarters. The position peaked at $356K in Q3 2025. 1,058 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

New Hampshire Trust reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
New Hampshire Trust sold 1,212 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $338K.
New Hampshire Trust first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and held it in 13 quarters.
New Hampshire Trust's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $356K in Q3 2025.
1,058 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on New Hampshire Trust's 13F filing for Q1 2026, filed 20 Apr 2026.