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

Whittier Trust’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	$1.36M	Hold	4,450	–	–	0.01%	344
2026 Q1	$1.17M	Sell	4,450 -447	-9%	-$123K	0.01%	331
2025 Q4	$1.41M	Buy	4,897 +3,530	+258%	+$1.01M	0.02%	308
2025 Q3	$405K	Buy	1,367 +1	+0.1%	+$288	﹤0.01%	466
2025 Q2	$388K	Hold	1,366	–	–	﹤0.01%	531
2025 Q1	$334K	Hold	1,366	–	–	﹤0.01%	548
2024 Q4	$347K	Buy	1,366 +122	+10%	+$31.4K	﹤0.01%	555
2024 Q3	$303K	Hold	1,244	–	–	﹤0.01%	588
2024 Q2	$286K	Hold	1,244	–	–	﹤0.01%	582
2024 Q1	$293K	Hold	1,244	–	–	﹤0.01%	575
2023 Q4	$273K	Hold	1,244	–	–	﹤0.01%	586
2023 Q3	$242K	Buy	1,244 +203	+20%	+$41.4K	﹤0.01%	590
2023 Q2	$214K	Hold	1,041	–	–	﹤0.01%	619
2023 Q1	$203K	Hold	1,041	–	–	﹤0.01%	658
2022 Q4	$187K	Hold	1,041	–	–	﹤0.01%	663
2022 Q3	$178K	Sell	1,041 -9	-0.9%	-$1.7K	﹤0.01%	663
2022 Q2	$184K	Hold	1,050	–	–	﹤0.01%	662
2022 Q1	$234K	Hold	1,050	–	–	﹤0.01%	635
2021 Q4	$267K	Hold	1,050	–	–	﹤0.01%	611
2021 Q3	$248K	Hold	1,050	–	–	﹤0.01%	600
2021 Q2	$248K	Sell	1,050 -203	-16%	-$45.5K	﹤0.01%	613
2021 Q1	$269K	Buy	1,253 +680	+119%	+$148K	0.01%	583
2020 Q4	$122K	Buy	573 +426	+290%	+$83.9K	﹤0.01%	675
2020 Q3	$26K	Hold	147	–	–	﹤0.01%	954
2020 Q2	$24K	Hold	147	–	–	﹤0.01%	934
2020 Q1	$19K	Hold	147	–	–	﹤0.01%	999
2019 Q4	$23K	Buy	147 +26	+21%	+$3.97K	﹤0.01%	1006
2019 Q3	$18K	Hold	121	–	–	﹤0.01%	1044
2019 Q2	$18K	Hold	121	–	–	﹤0.01%	981
2019 Q1	$17K	Hold	121	–	–	﹤0.01%	985
2018 Q4	$14K	Hold	121	–	–	﹤0.01%	1036
2018 Q3	$17K	Hold	121	–	–	﹤0.01%	976
2018 Q2	$16K	Hold	121	–	–	﹤0.01%	966
2018 Q1	$16K	Hold	121	–	–	﹤0.01%	981
2017 Q4	$15K	Hold	121	–	–	﹤0.01%	980
2017 Q3	$15K	Hold	121	–	–	﹤0.01%	963
2017 Q2	$14K	Hold	121	–	–	﹤0.01%	945
2017 Q1	$14K	Hold	121	–	–	﹤0.01%	954
2016 Q4	$13K	Hold	121	–	–	﹤0.01%	943
2016 Q3	$13K	Hold	121	–	–	﹤0.01%	939
2016 Q2	$12K	Hold	121	–	–	﹤0.01%	961
2016 Q1	$12K	Hold	121	–	–	﹤0.01%	951
2015 Q4	$12K	Hold	121	–	–	﹤0.01%	942
2015 Q3	$12K	Buy	+121	New	+$12.6K	﹤0.01%	934
2013 Q4	–	Sell	-2,500	Closed	-$213K	–	1103
2013 Q3	$213K	Hold	2,500	–	–	0.01%	432
2013 Q2	$195K	Buy	+2,500	New	+$195K	0.01%	430

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

Whittier Trust's VOT Position: Q2 2026 in Review

Whittier Trust held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 4,450 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #344.

Whittier Trust first reported a position in VOT in Q2 2013 and has held it in 46 quarters since. The position peaked at $1.41M in Q4 2025. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Whittier Trust held 4,450 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.36M as of Q2 2026.
Whittier Trust left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Whittier Trust's portfolio in Q2 2026, its #344 holding.
Whittier Trust first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2013 and has held it in 46 quarters since.
Whittier Trust's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.41M in Q4 2025.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.