IFS
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Ifrah Financial Services’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Ifrah Financial Services’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 		$4.44M Sell
14,496
-145
-1% -$41.8K 1.08% 26
2026
Q1 		$3.77M Sell
14,641
-515
-3% -$141K 1% 27
2025
Q4 		$4.23M Sell
15,156
-298
-2% -$85.3K 1.09% 25
2025
Q3 		$4.54M Sell
15,454
-135
-0.9% -$38.9K 1.18% 25
2025
Q2 		$4.43M Sell
15,589
-274
-2% -$70.6K 1.21% 25
2025
Q1 		$3.88M Sell
15,863
-982
-6% -$255K 1.12% 25
2024
Q4 		$4.27M Sell
16,845
-836
-5% -$215K 1.18% 25
2024
Q3 		$4.3M Sell
17,681
-369
-2% -$85.9K 1.16% 24
2024
Q2 		$4.14M Sell
18,050
-1,028
-5% -$236K 1.17% 24
2024
Q1 		$4.5M Sell
19,078
-494
-3% -$111K 1.26% 24
2023
Q4 		$4.3M Sell
19,572
-821
-4% -$164K 1.26% 25
2023
Q3 		$3.97M Sell
20,393
-177
-0.9% -$36.1K 1.24% 25
2023
Q2 		$4.23M Sell
20,570
-143
-0.7% -$27.7K 1.28% 23
2023
Q1 		$4.04M Sell
20,713
-336
-2% -$64.3K 1.28% 23
2022
Q4 		$3.78M Sell
21,049
-677
-3% -$123K 1.24% 23
2022
Q3 		$3.71M Buy
21,726
+66
+0.3% +$12.5K 1.27% 24
2022
Q2 		$3.8M Sell
21,660
-242
-1% -$46.8K 1.23% 24
2022
Q1 		$4.88M Sell
21,902
-25
-0.1% -$5.52K 1.37% 22
2021
Q4 		$5.58M Sell
21,927
-189
-0.9% -$47.6K 1.5% 18
2021
Q3 		$5.23M Sell
22,116
-70
-0.3% -$16.9K 1.5% 18
2021
Q2 		$5.24M Sell
22,186
-960
-4% -$215K 1.5% 18
2021
Q1 		$4.97M Sell
23,146
-1,125
-5% -$244K 1.49% 18
2020
Q4 		$5.15M Sell
24,271
-294
-1% -$57.9K 1.66% 17
2020
Q3 		$4.42M Sell
24,565
-365
-1% -$64.4K 1.59% 18
2020
Q2 		$4.12M Sell
24,930
-726
-3% -$110K 1.5% 19
2020
Q1 		$3.25M Buy
25,656
+109
+0.4% +$16.6K 1.36% 22
2019
Q4 		$4.06M Sell
25,547
-396
-2% -$60.4K 1.43% 20
2019
Q3 		$3.84M Sell
25,943
-689
-3% -$103K 1.41% 22
2019
Q2 		$3.98M Sell
26,632
-148
-0.6% -$21.6K 1.47% 20
2019
Q1 		$3.82M Sell
26,780
-379
-1% -$51K 1.45% 21
2018
Q4 		$3.25M Sell
27,159
-999
-4% -$128K 1.37% 22
2018
Q3 		$4.01M Sell
28,158
-831
-3% -$116K 1.42% 22
2018
Q2 		$3.9M Sell
28,989
-145
-0.5% -$19.3K 1.41% 22
2018
Q1 		$3.78M Sell
29,134
-426
-1% -$56K 1.38% 21
2017
Q4 		$3.77M Buy
29,560
+7
+0% +$878 1.37% 20
2017
Q3 		$3.6M Sell
29,553
-315
-1% -$37.5K 1.36% 20
2017
Q2 		$3.52M Sell
29,868
-603
-2% -$70.1K 1.39% 20
2017
Q1 		$3.44M Sell
30,471
-908
-3% -$101K 1.38% 20
2016
Q4 		$3.32M Sell
31,379
-1,992
-6% -$209K 1.35% 20
2016
Q3 		$3.55M Sell
33,371
-927
-3% -$98.1K 1.41% 18
2016
Q2 		$3.5M Sell
34,298
-685
-2% -$69.2K 1.39% 19
2016
Q1 		$3.51M Sell
34,983
-965
-3% -$90K 1.4% 20
2015
Q4 		$3.58M Sell
35,948
-90
-0.2% -$9.12K 1.42% 19
2015
Q3 		$3.5M Sell
36,038
-429
-1% -$44.8K 1.41% 18
2015
Q2 		$3.89M Sell
36,467
-670
-2% -$72.6K 1.45% 17
2015
Q1 		$4.01M Sell
37,137
-7
-0% -$729 1.51% 16
2014
Q4 		$3.77M Sell
37,144
-1,763
-5% -$174K 1.48% 16
2014
Q3 		$3.75M Sell
38,907
-242
-0.6% -$23.4K 1.44% 16
2014
Q2 		$3.77M Sell
39,149
-662
-2% -$61.2K 1.43% 17
2014
Q1 		$3.69M Sell
39,811
-1,203
-3% -$110K 1.45% 16
2013
Q4 		$3.7M Sell
41,014
-614
-1% -$53.6K 1.48% 16
2013
Q3 		$3.55M Sell
41,628
-802
-2% -$66.4K 1.72% 16
2013
Q2 		$3.31M Buy
+42,430
New +$3.31M 1.67% 16

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Ifrah Financial Services's VOT Position: Q2 2026 in Review

Ifrah Financial Services reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.99% in Q2 2026, selling an estimated $41.8K and leaving 14,496 shares worth $4.44M. The position accounts for 1.08% of the portfolio, ranked #26.

Ifrah Financial Services first reported a position in VOT in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.58M in Q4 2021. 531 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Ifrah Financial Services held 14,496 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $4.44M as of Q2 2026.
  • Ifrah Financial Services sold 145 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $41.8K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 1.08% of Ifrah Financial Services's portfolio in Q2 2026, its #26 holding.
  • Ifrah Financial Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Ifrah Financial Services's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $5.58M in Q4 2021.
  • 531 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Ifrah Financial Services's 13F filing for Q2 2026, filed 21 Jul 2026.