Trust Company of Vermont’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Trust Company of Vermont’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	$102K	Buy	+333	New	+$96.1K	﹤0.01%	477
2025 Q4	$93K	Hold	333	–	–	﹤0.01%	464
2025 Q3	$97.8K	Hold	333	–	–	﹤0.01%	453
2025 Q2	$94.7K	Hold	333	–	–	﹤0.01%	451
2025 Q1	$81.5K	Hold	333	–	–	﹤0.01%	446
2024 Q4	$84.5K	Hold	333	–	–	﹤0.01%	447
2024 Q3	$81.1K	Hold	333	–	–	﹤0.01%	441
2024 Q2	$76.4K	Hold	333	–	–	﹤0.01%	434
2024 Q1	$78.5K	Hold	333	–	–	﹤0.01%	423
2023 Q4	$73.1K	Hold	333	–	–	﹤0.01%	390
2023 Q3	$64.9K	Hold	333	–	–	﹤0.01%	426
2023 Q2	$68.5K	Hold	333	–	–	﹤0.01%	439
2023 Q1	$64.9K	Hold	333	–	–	﹤0.01%	458
2022 Q4	$59.9K	Hold	333	–	–	﹤0.01%	458
2022 Q3	$57K	Buy	333 +302	+974%	+$57.2K	﹤0.01%	471
2022 Q2	$5K	Buy	+31	New	+$6K	﹤0.01%	793
2022 Q1	–	Sell	-124	Closed	-$32K	–	731
2021 Q4	$32K	Buy	+124	New	+$31.3K	﹤0.01%	534
2021 Q3	–	Sell	-31	Closed	-$7K	–	705
2021 Q2	$7K	Hold	31	–	–	﹤0.01%	675
2021 Q1	$7K	Hold	31	–	–	﹤0.01%	664
2020 Q4	$7K	Hold	31	–	–	﹤0.01%	666
2020 Q3	$6K	Sell	31 -31	-50%	-$5.47K	﹤0.01%	656
2020 Q2	$10K	Hold	62	–	–	﹤0.01%	628
2020 Q1	$8K	Hold	62	–	–	﹤0.01%	692
2019 Q4	$10K	Hold	62	–	–	﹤0.01%	718
2019 Q3	$9K	Hold	62	–	–	﹤0.01%	766
2019 Q2	$9K	Sell	62 -30	-33%	-$4.38K	﹤0.01%	770
2019 Q1	$13K	Hold	92	–	–	﹤0.01%	677
2018 Q4	$11K	Hold	92	–	–	﹤0.01%	722
2018 Q3	$13K	Hold	92	–	–	﹤0.01%	765
2018 Q2	$12K	Hold	92	–	–	﹤0.01%	802
2018 Q1	$12K	Buy	+92	New	+$12.1K	﹤0.01%	735

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

Trust Company of Vermont's VOT Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 333 shares worth $102K. The stake represents ﹤0.01% of the portfolio and ranks #477 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in VOT as recently as Q4 2025.

Trust Company of Vermont first reported a position in VOT in Q1 2018 and has held it in 31 quarters since. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Trust Company of Vermont held 333 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $102K as of Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF was a new Trust Company of Vermont position in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #477 holding.
Trust Company of Vermont first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2018 and has held it in 31 quarters since.
1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.