Iconiq Capital’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Iconiq Capital’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	–	Sell	-1,841	Closed	-$474K	–	86
2026 Q1	$474K	Buy	1,841 +1	+0.1%	+$274	0.01%	64
2025 Q4	$514K	Hold	1,840	–	–	0.01%	70
2025 Q3	$541K	Hold	1,840	–	–	0.01%	69
2025 Q2	$523K	Hold	1,840	–	–	0.01%	177
2025 Q1	$450K	Hold	1,840	–	–	0.01%	189
2024 Q4	$467K	Buy	1,840 +3	+0.2%	+$772	0.01%	163
2024 Q3	$447K	Buy	1,837 +6	+0.3%	+$1.4K	0.01%	101
2024 Q2	$420K	Buy	+1,831	New	+$420K	0.01%	66

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

Iconiq Capital's VOT Position: Q2 2026 in Review

Iconiq Capital sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026, closing a stake of 1,841 shares — an estimated $474K sold.

Iconiq Capital first reported a position in VOT in Q2 2024 and held it in 8 quarters. The position peaked at $541K in Q3 2025. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Iconiq Capital reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Iconiq Capital sold 1,841 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $474K.
Iconiq Capital first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2024 and held it in 8 quarters.
Iconiq Capital's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $541K in Q3 2025.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Iconiq Capital's 13F filing for Q2 2026, filed 13 Aug 2026.