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

IEQ 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	$1.01M	Sell	3,302 -1,552	-32%	-$448K	﹤0.01%	1094
2026 Q1	$1.25M	Buy	4,854 +1	+0%	+$274	0.01%	948
2025 Q4	$1.35M	Sell	4,853 -148	-3%	-$42.4K	﹤0.01%	920
2025 Q3	$1.47M	Buy	5,001 +1,699	+51%	+$490K	﹤0.01%	871
2025 Q2	$939K	Hold	3,302	–	–	0.01%	881
2025 Q1	$808K	Hold	3,302	–	–	0.01%	817
2024 Q4	$838K	Hold	3,302	–	–	0.01%	711
2024 Q3	$804K	Hold	3,302	–	–	0.01%	605
2024 Q2	$758K	Hold	3,302	–	–	0.01%	541
2024 Q1	$779K	Hold	3,302	–	–	0.01%	514
2023 Q4	$725K	Buy	+3,302	New	+$660K	0.01%	491
2020 Q4	–	Sell	-1,934	Closed	-$348K	–	388
2020 Q3	$348K	Sell	1,934 -2,431	-56%	-$429K	0.02%	280
2020 Q2	$721K	Sell	4,365 -916	-17%	-$139K	0.05%	174
2020 Q1	$669K	Buy	5,281 +11	+0.2%	+$1.67K	0.05%	178
2019 Q4	$837K	Buy	+5,270	New	+$804K	0.07%	165

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

IEQ Capital's VOT Position: Q2 2026 in Review

IEQ Capital reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 32% in Q2 2026, selling an estimated $448K and leaving 3,302 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

IEQ Capital first reported a position in VOT in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.47M in Q3 2025. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

IEQ Capital held 3,302 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.01M as of Q2 2026.
IEQ Capital sold 1,552 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $448K.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1094 holding.
IEQ Capital first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 15 quarters since.
IEQ Capital's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.47M in Q3 2025.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.