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

Washington Trust Bank’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	$672K	Sell	2,610 -14	-0.5%	-$3.84K	0.05%	122
2025 Q4	$732K	Sell	2,624 -30	-1%	-$8.59K	0.05%	119
2025 Q3	$780K	Buy	2,654 +36	+1%	+$10.4K	0.06%	115
2025 Q2	$745K	Sell	2,618 -990	-27%	-$255K	0.06%	121
2025 Q1	$883K	Buy	3,608 +134	+4%	+$34.8K	0.09%	106
2024 Q4	$882K	Sell	3,474 -126	-4%	-$32.4K	0.08%	107
2024 Q3	$876K	Buy	3,600 +497	+16%	+$116K	0.08%	103
2024 Q2	$712K	Sell	3,103 -83	-3%	-$19K	0.07%	108
2024 Q1	$751K	Buy	3,186 +65	+2%	+$14.6K	0.07%	110
2023 Q4	$685K	Buy	3,121 +1,213	+64%	+$243K	0.06%	118
2023 Q3	$372K	Sell	1,908 -647	-25%	-$132K	0.04%	155
2023 Q2	$526K	Sell	2,555 -342	-12%	-$66.3K	0.05%	122
2023 Q1	$565K	Buy	2,897 +1,773	+158%	+$339K	0.06%	118
2022 Q4	$202K	Sell	1,124 -258	-19%	-$46.8K	0.02%	214
2022 Q3	$236K	Hold	1,382	–	–	0.03%	191
2022 Q2	$242K	Buy	+1,382	New	+$268K	0.03%	190

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Washington Trust Bank's VOT Position: Q1 2026 in Review

Washington Trust Bank reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.53% in Q1 2026, selling an estimated $3.84K and leaving 2,610 shares worth $672K. The position accounts for 0.05% of the portfolio, ranked #122.

Washington Trust Bank first reported a position in VOT in Q2 2022 and has held it in 16 quarters since. The position peaked at $883K in Q1 2025. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Washington Trust Bank held 2,610 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $672K as of Q1 2026.
Washington Trust Bank sold 14 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $3.84K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.05% of Washington Trust Bank's portfolio in Q1 2026, its #122 holding.
Washington Trust Bank first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2022 and has held it in 16 quarters since.
Washington Trust Bank's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $883K in Q1 2025.
1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Washington Trust Bank's 13F filing for Q1 2026, filed 7 May 2026.