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 Q2	–	Sell	-1,405	Closed	-$840K	–	137
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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Saranac Partners's VOT Position: Q2 2026 in Review

Saranac Partners sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026, closing a stake of 1,405 shares — an estimated $840K sold.

Saranac Partners first reported a position in VOT in Q1 2025 and held it in 3 quarters. The position peaked at $840K in Q1 2026. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Saranac Partners reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Saranac Partners sold 1,405 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $840K.
Saranac Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2025 and held it in 3 quarters.
Saranac Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $840K in Q1 2026.
1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Saranac Partners's 13F filing for Q2 2026, filed 13 Aug 2026.