SouthState Corp’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

SouthState Corp’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	$199K	Sell	649 -106	-14%	-$30.6K	0.01%	350
2026 Q1	$194K	Buy	755 +165	+28%	+$45.3K	0.01%	322
2025 Q4	$165K	Hold	590	–	–	0.01%	335
2025 Q3	$173K	Hold	590	–	–	0.01%	329
2025 Q2	$168K	Buy	590 +3	+0.5%	+$774	0.01%	355
2025 Q1	$144K	Hold	587	–	–	0.01%	374
2024 Q4	$149K	Sell	587 -2	-0.3%	-$515	0.01%	280
2024 Q3	$143K	Buy	589 +109	+23%	+$25.4K	0.01%	278
2024 Q2	$110K	Buy	480 +2	+0.4%	+$459	0.01%	292
2024 Q1	$113K	Hold	478	–	–	0.01%	289
2023 Q4	$105K	Buy	478 +4	+0.8%	+$800	0.01%	281
2023 Q3	$92.3K	Buy	474 +4	+0.9%	+$817	0.01%	294
2023 Q2	$96.7K	Sell	470 -2,582	-85%	-$500K	0.01%	298
2023 Q1	$595K	Sell	3,052 -4	-0.1%	-$766	0.05%	172
2022 Q4	$549K	Buy	3,056 +64	+2%	+$11.6K	0.05%	181
2022 Q3	$510K	Hold	2,992	–	–	0.05%	179
2022 Q2	$525K	Sell	2,992 -155	-5%	-$30K	0.05%	187
2022 Q1	$701K	Buy	3,147 +2,530	+410%	+$558K	0.06%	174
2021 Q4	$157K	Buy	617 +353	+134%	+$89K	0.01%	285
2021 Q3	$62K	Buy	+264	New	+$63.9K	0.01%	333

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

SouthState Corp's VOT Position: Q2 2026 in Review

SouthState Corp reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 14% in Q2 2026, selling an estimated $30.6K and leaving 649 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #350.

SouthState Corp first reported a position in VOT in Q3 2021 and has held it in 20 quarters since. The position peaked at $701K in Q1 2022. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

SouthState Corp held 649 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $199K as of Q2 2026.
SouthState Corp sold 106 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $30.6K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of SouthState Corp's portfolio in Q2 2026, its #350 holding.
SouthState Corp first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2021 and has held it in 20 quarters since.
SouthState Corp's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $701K in Q1 2022.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.