Wilmington Savings Fund Society’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Wilmington Savings Fund Society’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	$29.3M	Sell	95,528 -8,997	-9%	-$2.6M	0.65%	38
2026 Q1	$26.9M	Sell	104,525 -11,234	-10%	-$3.08M	0.64%	38
2025 Q4	$32.3M	Sell	115,759 -2,723	-2%	-$779K	0.76%	31
2025 Q3	$34.8M	Sell	118,482 -13,701	-10%	-$3.95M	0.84%	24
2025 Q2	$37.6M	Buy	132,183 +14,907	+13%	+$3.84M	0.67%	31
2025 Q1	$28.7M	Buy	117,276 +8,569	+8%	+$2.23M	0.54%	41
2024 Q4	$27.6M	Buy	108,707 +4,835	+5%	+$1.24M	0.5%	47
2024 Q3	$25.3M	Buy	103,872 +3,559	+4%	+$829K	0.45%	48
2024 Q2	$23M	Buy	100,313 +2,896	+3%	+$664K	0.88%	24
2024 Q1	$23M	Buy	+97,417	New	+$21.8M	0.88%	27
2023 Q3	$14.2M	Buy	73,153 +6,384	+10%	+$1.3M	0.63%	41
2023 Q2	$13.7M	Buy	+66,769	New	+$12.9M	0.57%	43
2019 Q1	–	Sell	-2,585	Closed	-$309K	–	352
2018 Q4	$309K	Sell	2,585 -119	-4%	-$15.3K	0.02%	292
2018 Q3	$385K	Buy	+2,704	New	+$379K	0.02%	281

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

Wilmington Savings Fund Society's VOT Position: Q2 2026 in Review

Wilmington Savings Fund Society reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 8.6% in Q2 2026, selling an estimated $2.6M and leaving 95,528 shares worth $29.3M. The position accounts for 0.65% of the portfolio, ranked #38.

Wilmington Savings Fund Society first reported a position in VOT in Q3 2018 and has held it in 14 quarters since. The position peaked at $37.6M in Q2 2025. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Wilmington Savings Fund Society held 95,528 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $29.3M as of Q2 2026.
Wilmington Savings Fund Society sold 8,997 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.6M.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.65% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #38 holding.
Wilmington Savings Fund Society first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2018 and has held it in 14 quarters since.
Wilmington Savings Fund Society's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $37.6M in Q2 2025.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.