IFG Advisory’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

IFG Advisory’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	$3.29M	Buy	+10,746	New	+$3.1M	0.12%	207
2026 Q1	–	Sell	-10,661	Closed	-$2.98M	–	862
2025 Q4	$2.98M	Buy	10,661 +218	+2%	+$62.4K	0.13%	191
2025 Q3	$3.07M	Buy	10,443 +238	+2%	+$68.7K	0.14%	178
2025 Q2	$2.9M	Buy	10,205 +317	+3%	+$81.7K	0.15%	175
2025 Q1	$2.42M	Buy	9,888 +390	+4%	+$101K	0.13%	193
2024 Q4	$2.41M	Sell	9,498 -1	-0%	-$257	0.14%	182
2024 Q3	$2.31M	Buy	9,499 +13	+0.1%	+$3.03K	0.15%	183
2024 Q2	$2.18M	Sell	9,486 -180	-2%	-$41.3K	0.14%	177
2024 Q1	$2.28M	Buy	9,666 +973	+11%	+$218K	0.17%	168
2023 Q4	$1.91M	Buy	8,693 +436	+5%	+$87.2K	0.14%	176
2023 Q3	$1.61M	Buy	+8,257	New	+$1.69M	0.14%	185
2023 Q2	–	Sell	-9,579	Closed	-$1.87M	–	502
2023 Q1	$1.87M	Buy	9,579 +675	+8%	+$129K	0.17%	145
2022 Q4	$1.6M	Sell	8,904 -1	-0%	-$181	0.16%	147
2022 Q3	$1.52M	Sell	8,905 -1,571	-15%	-$297K	0.14%	155
2022 Q2	$1.84M	Sell	10,476 -234	-2%	-$45.3K	0.2%	112
2022 Q1	$2.39M	Buy	10,710 +133	+1%	+$29.4K	0.24%	102
2021 Q4	$2.69M	Buy	10,577 +127	+1%	+$32K	0.26%	87
2021 Q3	$2.47M	Buy	10,450 +196	+2%	+$47.5K	0.27%	86
2021 Q2	$2.42M	Buy	10,254 +63	+0.6%	+$14.1K	0.27%	85
2021 Q1	$2.19M	Sell	10,191 -545	-5%	-$118K	0.27%	85
2020 Q4	$2.28M	Sell	10,736 -569	-5%	-$112K	0.32%	75
2020 Q3	$2.04M	Buy	11,305 +1,514	+15%	+$267K	0.33%	67
2020 Q2	$1.62M	Buy	9,791 +113	+1%	+$17.1K	0.29%	84
2020 Q1	$1.23M	Buy	9,678 +289	+3%	+$43.9K	0.27%	90
2019 Q4	$1.49M	Sell	9,389 -476	-5%	-$72.6K	0.27%	95
2019 Q3	$1.46M	Buy	+9,865	New	+$1.48M	0.28%	96

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

IFG Advisory's VOT Position: Q2 2026 in Review

IFG Advisory opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 10,746 shares worth $3.29M. The stake represents 0.12% of the portfolio and ranks #207 among its holdings. This is a return to the name: IFG Advisory previously reported a position in VOT as recently as Q4 2025.

IFG Advisory first reported a position in VOT in Q3 2019 and has held it in 26 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

IFG Advisory held 10,746 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.29M as of Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF was a new IFG Advisory position in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.12% of IFG Advisory's portfolio in Q2 2026, its #207 holding.
IFG Advisory first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2019 and has held it in 26 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.