IBEX Wealth Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

IBEX Wealth 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	$351K	Buy	1,146 +2	+0.2%	+$577	0.03%	180
2026 Q1	$294K	Buy	+1,144	New	+$314K	0.03%	188
2025 Q4	–	Sell	-1,140	Closed	-$335K	–	202
2025 Q3	$335K	Buy	1,140 +1	+0.1%	+$288	0.03%	176
2025 Q2	$324K	Buy	+1,139	New	+$294K	0.03%	167
2025 Q1	–	Sell	-1,137	Closed	-$288K	–	213
2024 Q4	$288K	Buy	+1,137	New	+$293K	0.03%	181
2023 Q1	–	Sell	-1,120	Closed	-$201K	–	179
2022 Q4	$201K	Buy	+1,120	New	+$203K	0.05%	165
2022 Q2	–	Sell	-1,113	Closed	-$248K	–	185
2022 Q1	$248K	Buy	1,113 +1	+0.1%	+$221	0.05%	146
2021 Q4	$283K	Buy	1,112 +2	+0.2%	+$504	0.05%	152
2021 Q3	$262K	Buy	1,110 +1	+0.1%	+$242	0.05%	152
2021 Q2	$262K	Buy	+1,109	New	+$249K	0.05%	151
2017 Q1	–	Sell	-221	Closed	-$24K	–	384
2016 Q4	$24K	Buy	+221	New	+$23.2K	0.01%	212

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

IBEX Wealth Advisors's VOT Position: Q2 2026 in Review

IBEX Wealth Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.17% in Q2 2026, buying an estimated $577 and bringing the position to 1,146 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #180.

IBEX Wealth Advisors first reported a position in VOT in Q4 2016 and has held it in 11 quarters since. 1,101 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

IBEX Wealth Advisors held 1,146 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $351K as of Q2 2026.
IBEX Wealth Advisors bought 2 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $577.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of IBEX Wealth Advisors's portfolio in Q2 2026, its #180 holding.
IBEX Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2016 and has held it in 11 quarters since.
1,101 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.