IWA
VOT icon

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

Icon 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
2025
Q4 		– Sell
-391
Closed -$115K – 522
2025
Q3 		$115K Hold
391
– – 0.01% 480
2025
Q2 		$111K Buy
+391
New +$101K 0.01% 487

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Icon Wealth Advisors's VOT Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2025, closing a stake of 391 shares — an estimated $115K sold.

Icon Wealth Advisors first reported a position in VOT in Q2 2025 and held it in 2 quarters. The position peaked at $115K in Q3 2025. 1,075 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

  • Icon Wealth Advisors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 391 Vanguard Mid-Cap Growth ETF shares in Q4 2025, an estimated $115K.
  • Icon Wealth Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2025 and held it in 2 quarters.
  • Icon Wealth Advisors's Vanguard Mid-Cap Growth ETF position peaked at $115K in Q3 2025.
  • 1,075 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.