Independence Asset Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
Other funds holding VOT
EWA
TI
Independence Asset Advisors's VOT Position: Q2 2026 in Review
Independence Asset Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.15% in Q2 2026, buying an estimated $1.44K and bringing the position to 3,331 shares worth $1.02M. The position accounts for 0.27% of the portfolio, ranked #15.
Independence Asset Advisors first reported a position in VOT in Q4 2023 and has held it in 6 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.
- Independence Asset Advisors held 3,331 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.02M as of Q2 2026.
- Independence Asset Advisors bought 5 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.44K.
- Vanguard Morningstar Mid-Cap Growth ETF made up 0.27% of Independence Asset Advisors's portfolio in Q2 2026, its #15 holding.
- Independence Asset Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 6 quarters since.
- 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.
Based on Independence Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.