Washington Trust Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Washington Trust Advisors’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	$2.15M	Buy	7,011 +159	+2%	+$45.9K	0.16%	83
2026 Q1	$1.76M	Buy	6,852 +28	+0.4%	+$7.68K	0.14%	87
2025 Q4	$1.9M	Sell	6,824 -11	-0.2%	-$3.15K	0.15%	82
2025 Q3	$2.01M	Buy	6,835 +160	+2%	+$46.2K	0.15%	77
2025 Q2	$1.9M	Buy	6,675 +201	+3%	+$51.8K	0.15%	77
2025 Q1	$1.58M	Sell	6,474 -46	-0.7%	-$12K	0.14%	79
2024 Q4	$1.65M	Sell	6,520 -3	-0%	-$772	0.14%	82
2024 Q3	$1.59M	Buy	6,523 +316	+5%	+$73.6K	0.14%	78
2024 Q2	$1.42M	Sell	6,207 -56	-0.9%	-$12.8K	0.13%	79
2024 Q1	$1.48M	Sell	6,263 -521	-8%	-$117K	0.14%	76
2023 Q4	$1.49M	Sell	6,784 -319	-4%	-$63.8K	0.14%	75
2023 Q3	$1.38M	Sell	7,103 -17	-0.2%	-$3.47K	0.14%	77
2023 Q2	$1.47M	Sell	7,120 -428	-6%	-$82.9K	0.14%	77
2023 Q1	$1.47M	Sell	7,548 -202	-3%	-$38.7K	0.15%	75
2022 Q4	$1.39M	Sell	7,750 -19,605	-72%	-$3.55M	0.15%	79
2022 Q3	$4.67M	Buy	27,355 +2,438	+10%	+$461K	0.44%	58
2022 Q2	$4.37M	Sell	24,917 -255	-1%	-$49.4K	0.39%	62
2022 Q1	$5.61M	Buy	25,172 +1,439	+6%	+$318K	0.4%	60
2021 Q4	$6.04M	Buy	+23,733	New	+$5.98M	0.41%	59

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

Washington Trust Advisors's VOT Position: Q2 2026 in Review

Washington Trust Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2.3% in Q2 2026, buying an estimated $45.9K and bringing the position to 7,011 shares worth $2.15M. The position accounts for 0.16% of the portfolio, ranked #83.

Washington Trust Advisors first reported a position in VOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.04M in Q4 2021. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Washington Trust Advisors held 7,011 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.15M as of Q2 2026.
Washington Trust Advisors bought 159 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $45.9K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.16% of Washington Trust Advisors's portfolio in Q2 2026, its #83 holding.
Washington Trust Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $6.04M in Q4 2021.
1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.