Independent Advisor Alliance’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Independent Advisor Alliance’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	–	Sell	-3,383	Closed	-$871K	–	1621
2026 Q1	$871K	Buy	+3,383	New	+$928K	0.01%	896
2025 Q1	–	Sell	-3,745	Closed	-$950K	–	1358
2024 Q4	$950K	Buy	+3,745	New	+$964K	0.01%	742
2020 Q1	–	Sell	-2,033	Closed	-$323K	–	858
2019 Q4	$323K	Buy	+2,033	New	+$310K	0.01%	656

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

Independent Advisor Alliance's VOT Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026, closing a stake of 3,383 shares — an estimated $871K sold.

Independent Advisor Alliance first reported a position in VOT in Q4 2019 and held it in 3 quarters. The position peaked at $950K in Q4 2024. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Independent Advisor Alliance reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 3,383 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $871K.
Independent Advisor Alliance first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $950K in Q4 2024.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.