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Sanibel Captiva Trust Company’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Sanibel Captiva Trust Company’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 		$258K Hold
843
– – 0.01% 416
2026
Q1 		$217K Buy
843
+40
+5% +$11K 0.01% 425
2025
Q4 		$224K Hold
803
– – 0.01% 401
2025
Q3 		$236K Buy
+803
New +$232K 0.01% 382

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Sanibel Captiva Trust Company's VOT Position: Q2 2026 in Review

Sanibel Captiva Trust Company held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 843 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #416.

Sanibel Captiva Trust Company first reported a position in VOT in Q3 2025 and has held it in 4 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Sanibel Captiva Trust Company held 843 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $258K as of Q2 2026.
  • Sanibel Captiva Trust Company left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #416 holding.
  • Sanibel Captiva Trust Company first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.