Oakworth Capital’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Oakworth Capital’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	$1.05M	Hold	3,451	–	–	0.05%	100
2026 Q1	$888K	Sell	3,451 -24	-0.7%	-$6.59K	0.05%	102
2025 Q4	$970K	Hold	3,475	–	–	0.05%	88
2025 Q3	$1.02M	Hold	3,475	–	–	0.06%	85
2025 Q2	$988K	Hold	3,475	–	–	0.06%	80
2025 Q1	$850K	Hold	3,475	–	–	0.06%	87
2024 Q4	$882K	Sell	3,475 -220	-6%	-$56.6K	0.06%	90
2024 Q3	$900K	Sell	3,695 -42	-1%	-$9.78K	0.06%	88
2024 Q2	$858K	Buy	3,737 +2,412	+182%	+$553K	0.06%	84
2024 Q1	$312K	Buy	1,325 +737	+125%	+$165K	0.02%	161
2023 Q4	$129K	Hold	588	–	–	0.01%	225
2023 Q3	$115K	Sell	588 -25	-4%	-$5.1K	0.01%	214
2023 Q2	$126K	Buy	613 +25	+4%	+$4.84K	0.01%	216
2023 Q1	$115K	Hold	588	–	–	0.01%	222
2022 Q4	$106K	Hold	588	–	–	0.01%	218
2022 Q3	$100K	Hold	588	–	–	0.01%	229
2022 Q2	$103K	Sell	588 -17	-3%	-$3.29K	0.01%	233
2022 Q1	$135K	Hold	605	–	–	0.01%	205
2021 Q4	$154K	Hold	605	–	–	0.01%	209
2021 Q3	$143K	Hold	605	–	–	0.01%	210
2021 Q2	$143K	Hold	605	–	–	0.01%	212
2021 Q1	$130K	Hold	605	–	–	0.01%	210
2020 Q4	$128K	Hold	605	–	–	0.02%	195
2020 Q3	$109K	Hold	605	–	–	0.02%	201
2020 Q2	$100K	Hold	605	–	–	0.02%	199
2020 Q1	$77K	Hold	605	–	–	0.02%	205
2019 Q4	$97K	Hold	605	–	–	0.02%	225
2019 Q3	$90K	Hold	605	–	–	0.02%	228
2019 Q2	$90K	Hold	605	–	–	0.02%	249
2019 Q1	$86K	Sell	605 -153	-20%	-$20.6K	0.02%	246
2018 Q4	$91K	Hold	758	–	–	0.02%	230
2018 Q3	$108K	Hold	758	–	–	0.02%	227
2018 Q2	$102K	Hold	758	–	–	0.02%	221
2018 Q1	$97K	Hold	758	–	–	0.02%	212
2017 Q4	$97K	Hold	758	–	–	0.02%	218
2017 Q3	$91K	Hold	758	–	–	0.02%	225
2017 Q2	$89K	Hold	758	–	–	0.02%	228
2017 Q1	$86K	Buy	758 +605	+395%	+$67.3K	0.02%	229
2016 Q4	$16K	Sell	153 -43	-22%	-$4.51K	0.01%	416
2016 Q3	$21K	Buy	196 +153	+356%	+$16.2K	0.01%	370
2016 Q2	$4K	Sell	43 -46	-52%	-$4.65K	﹤0.01%	505
2016 Q1	$9K	Hold	89	–	–	﹤0.01%	391
2015 Q4	$9K	Buy	+89	New	+$9.02K	﹤0.01%	369

Other funds holding VOT

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 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

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Oakworth Capital's VOT Position: Q2 2026 in Review

Oakworth Capital held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 3,451 shares worth $1.05M. The position accounts for 0.05% of the portfolio, ranked #100.

Oakworth Capital first reported a position in VOT in Q4 2015 and has held it in 43 quarters since. 362 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Oakworth Capital held 3,451 shares of Vanguard Mid-Cap Growth ETF worth $1.05M as of Q2 2026.
Oakworth Capital left its Vanguard Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Mid-Cap Growth ETF made up 0.05% of Oakworth Capital's portfolio in Q2 2026, its #100 holding.
Oakworth Capital first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2015 and has held it in 43 quarters since.
362 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.