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Parkside Financial Bank & Trust’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Parkside Financial Bank & 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 		$47.3K Buy
184
+11
+6% +$3.02K ﹤0.01% 976
2025
Q4 		$48.2K Sell
173
-41
-19% -$11.7K ﹤0.01% 975
2025
Q3 		$62.9K Hold
214
– – ﹤0.01% 852
2025
Q2 		$60.8K Hold
214
– – 0.01% 831
2025
Q1 		$52.3K Buy
214
+1
+0.5% +$260 0.01% 819
2024
Q4 		$54.1K Hold
213
– – 0.01% 775
2024
Q3 		$51.9K Buy
213
+1
+0.5% +$233 0.01% 770
2024
Q2 		$48.8K Buy
212
+18
+9% +$4.13K 0.01% 755
2024
Q1 		$45.9K Buy
194
+24
+14% +$5.38K 0.01% 762
2023
Q4 		$37.4K Hold
170
– – 0.01% 786
2023
Q3 		$33.1K Sell
170
-15
-8% -$3.06K 0.01% 756
2023
Q2 		$38.2K Buy
185
+5
+3% +$969 0.01% 703
2023
Q1 		$35.1K Buy
180
+11
+7% +$2.11K 0.01% 708
2022
Q4 		$30.4K Buy
169
+1
+0.6% +$181 0.01% 724
2022
Q3 		$29K Hold
168
– – 0.01% 691
2022
Q2 		$29K Hold
168
– – 0.01% 704
2022
Q1 		$37K Hold
168
– – 0.01% 639
2021
Q4 		$43K Buy
168
+1
+0.6% +$252 0.01% 567
2021
Q3 		$40K Hold
167
– – 0.01% 561
2021
Q2 		$40K Hold
167
– – 0.01% 569
2021
Q1 		$36K Hold
167
– – 0.01% 583
2020
Q4 		$35K Sell
167
-145
-46% -$28.6K 0.01% 564
2020
Q3 		$56K Buy
312
+1
+0.3% +$176 0.02% 399
2020
Q2 		$51K Hold
311
– – 0.02% 417
2020
Q1 		$39K Buy
+311
New +$47.2K 0.01% 419
2016
Q4 		– Sell
-24
Closed -$3K – 1493
2016
Q3 		$3K Hold
24
– – ﹤0.01% 925
2016
Q2 		$2K Hold
24
– – ﹤0.01% 956
2016
Q1 		$2K Hold
24
– – ﹤0.01% 928
2015
Q4 		$2K Hold
24
– – ﹤0.01% 936
2015
Q3 		$2K Buy
+24
New +$2.5K ﹤0.01% 937

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
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

Parkside Financial Bank & Trust's VOT Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 6.4% in Q1 2026, buying an estimated $3.02K and bringing the position to 184 shares worth $47.3K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Parkside Financial Bank & Trust first reported a position in VOT in Q3 2015 and has held it in 30 quarters since. The position peaked at $62.9K in Q3 2025. 1,056 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Parkside Financial Bank & Trust held 184 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $47.3K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 11 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $3.02K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #976 holding.
  • Parkside Financial Bank & Trust first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2015 and has held it in 30 quarters since.
  • Parkside Financial Bank & Trust's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $62.9K in Q3 2025.
  • 1,056 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.