IBEX Wealth Advisors’s Vanguard 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 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 $1.66T 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 $49B AUM 17.78% 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 $4.48B AUM 13.76% 1-Year Est. Return

VIA

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

IBEX Wealth Advisors's VOT Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in Vanguard Mid-Cap Growth ETF (VOT) in Q1 2026: 1,144 shares worth $294K. The stake represents 0.03% of the portfolio and ranks #188 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in VOT as recently as Q3 2025.

IBEX Wealth Advisors first reported a position in VOT in Q4 2016 and has held it in 10 quarters since. The position peaked at $335K in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

IBEX Wealth Advisors held 1,144 shares of Vanguard Mid-Cap Growth ETF worth $294K as of Q1 2026.
Vanguard Mid-Cap Growth ETF was a new IBEX Wealth Advisors position in Q1 2026.
Vanguard Mid-Cap Growth ETF made up 0.03% of IBEX Wealth Advisors's portfolio in Q1 2026, its #188 holding.
IBEX Wealth Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2016 and has held it in 10 quarters since.
IBEX Wealth Advisors's Vanguard Mid-Cap Growth ETF position peaked at $335K in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.