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Saranac Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Saranac Partners’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 		$840K Buy
+1,405
New +$386K 0.36% 47
2025
Q4 		– Sell
-414
Closed -$122K – 149
2025
Q3 		$122K Buy
+414
New +$119K 0.02% 235
2025
Q2 		– Sell
-828
Closed -$203K – 81
2025
Q1 		$203K Buy
+828
New +$215K 0.12% 75

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 $26.2B 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

Saranac Partners's VOT Position: Q1 2026 in Review

Saranac Partners opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2026: 1,405 shares worth $840K. The stake represents 0.36% of the portfolio and ranks #47 among its holdings. This is a return to the name: Saranac Partners previously reported a position in VOT as recently as Q3 2025.

Saranac Partners first reported a position in VOT in Q1 2025 and has held it in 3 quarters since. 1,057 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Saranac Partners held 1,405 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $840K as of Q1 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new Saranac Partners position in Q1 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.36% of Saranac Partners's portfolio in Q1 2026, its #47 holding.
  • Saranac Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2025 and has held it in 3 quarters since.
  • 1,057 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Saranac Partners's 13F filing for Q1 2026, filed 15 May 2026.