IWM
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IHT Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

IHT Wealth Management’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
Q1 		$1.14M Sell
4,445
-6,374
-59% -$1.75M 0.03% 524
2025
Q4 		$3.02M Sell
10,819
-3,905
-27% -$1.12M 0.07% 264
2025
Q3 		$4.33M Buy
14,724
+9,400
+177% +$2.71M 0.11% 182
2025
Q2 		$1.51M Buy
5,324
+255
+5% +$65.7K 0.04% 379
2025
Q1 		$1.24M Buy
5,069
+274
+6% +$71.2K 0.04% 418
2024
Q4 		$1.22M Sell
4,795
-324
-6% -$83.4K 0.04% 390
2024
Q3 		$1.25M Buy
5,119
+357
+7% +$83.1K 0.04% 445
2024
Q2 		$1.09M Sell
4,762
-804
-14% -$184K 0.04% 404
2024
Q1 		$1.31M Sell
5,566
-54
-1% -$12.1K 0.05% 351
2023
Q4 		$1.23M Buy
5,620
+33
+0.6% +$6.6K 0.06% 331
2023
Q3 		$1.09M Buy
5,587
+309
+6% +$63.1K 0.06% 332
2023
Q2 		$1.09M Sell
5,278
-136
-3% -$26.4K 0.06% 321
2023
Q1 		$1.06M Sell
5,414
-33
-0.6% -$6.32K 0.06% 296
2022
Q4 		$979K Buy
5,447
+2
+0% +$362 0.06% 302
2022
Q3 		$929K Sell
5,445
-1
-0% -$189 0.07% 298
2022
Q2 		$955K Sell
5,446
-170
-3% -$32.9K 0.08% 249
2022
Q1 		$1.25M Sell
5,616
-403
-7% -$89K 0.09% 215
2021
Q4 		$1.53M Sell
6,019
-465
-7% -$117K 0.11% 179
2021
Q3 		$1.53M Buy
6,484
+710
+12% +$172K 0.12% 157
2021
Q2 		$1.36M Sell
5,774
-318
-5% -$71.3K 0.09% 252
2021
Q1 		$1.31M Sell
6,092
-352
-5% -$76.4K 0.09% 222
2020
Q4 		$1.37M Sell
6,444
-351
-5% -$69.1K 0.11% 194
2020
Q3 		$1.22M Sell
6,795
-935
-12% -$165K 0.12% 176
2020
Q2 		$1.28M Sell
7,730
-346
-4% -$52.3K 0.17% 129
2020
Q1 		$1.02M Sell
8,076
-3,405
-30% -$517K 0.15% 157
2019
Q4 		$1.82M Buy
11,481
+64
+0.6% +$9.77K 0.22% 110
2019
Q3 		$1.69M Sell
11,417
-496
-4% -$74.3K 0.23% 103
2019
Q2 		$1.78M Buy
11,913
+646
+6% +$94.2K 0.26% 90
2019
Q1 		$1.61M Buy
11,267
+306
+3% +$41.2K 0.27% 93
2018
Q4 		$1.31M Buy
10,961
+424
+4% +$54.4K 0.25% 102
2018
Q3 		$1.5M Sell
10,537
-198
-2% -$27.7K 0.32% 80
2018
Q2 		$1.44M Buy
10,735
+289
+3% +$38.4K 0.37% 65
2018
Q1 		$1.32M Buy
10,446
+5,451
+109% +$716K 0.35% 59
2017
Q4 		$657K Buy
4,995
+441
+10% +$55.3K 0.17% 145
2017
Q3 		$561K Sell
4,554
-189
-4% -$22.5K 0.24% 102
2017
Q2 		$41 Buy
4,743
+1,030
+28% +$120K 0.02% 558
2017
Q1 		$375K Buy
3,713
+359
+11% +$39.9K 0.25% 98
2016
Q4 		$357K Buy
+3,354
New +$352K 0.27% 92

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

IHT Wealth Management's VOT Position: Q1 2026 in Review

IHT Wealth Management reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 59% in Q1 2026, selling an estimated $1.75M and leaving 4,445 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #524.

IHT Wealth Management first reported a position in VOT in Q4 2016 and has held it in 38 quarters since. The position peaked at $4.33M in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • IHT Wealth Management held 4,445 shares of Vanguard Mid-Cap Growth ETF worth $1.14M as of Q1 2026.
  • IHT Wealth Management sold 6,374 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $1.75M.
  • Vanguard Mid-Cap Growth ETF made up 0.03% of IHT Wealth Management's portfolio in Q1 2026, its #524 holding.
  • IHT Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2016 and has held it in 38 quarters since.
  • IHT Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $4.33M in Q3 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.