IAG Wealth Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

IAG Wealth Partners’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	–	Sell	-4	Closed	-$1.12K	–	532
2025 Q4	$1.12K	Buy	+4	New	+$1.15K	﹤0.01%	461
2023 Q3	–	Sell	-57	Closed	-$11.7K	–	471
2023 Q2	$11.7K	Buy	+57	New	+$11K	﹤0.01%	296
2022 Q1	–	Sell	-52	Closed	-$13K	–	467
2021 Q4	$13K	Hold	52	–	–	﹤0.01%	276
2021 Q3	$13K	Hold	52	–	–	﹤0.01%	244
2021 Q2	$13K	Hold	52	–	–	﹤0.01%	235
2021 Q1	$12K	Hold	52	–	–	﹤0.01%	246
2020 Q4	$12K	Sell	52 -48	-48%	-$9.45K	﹤0.01%	224
2020 Q3	$19K	Buy	+100	New	+$17.6K	0.01%	163

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

IAG Wealth Partners's VOT Position: Q1 2026 in Review

IAG Wealth Partners sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2026, closing a stake of 4 shares — an estimated $1.12K sold.

IAG Wealth Partners first reported a position in VOT in Q3 2020 and held it in 8 quarters. The position peaked at $19K in Q3 2020. 1,060 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

IAG Wealth Partners reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
IAG Wealth Partners sold 4 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $1.12K.
IAG Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2020 and held it in 8 quarters.
IAG Wealth Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $19K in Q3 2020.
1,060 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.