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Independent Financial Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Independent Financial Group’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 		$17.3M Sell
56,482
-846
-1% -$244K 0.32% 51
2026
Q1 		$14.8M Buy
57,328
+494
+0.9% +$136K 0.33% 50
2025
Q4 		$15.9M Buy
56,834
+7,261
+15% +$2.08M 0.35% 47
2025
Q3 		$14.6M Buy
49,573
+651
+1% +$188K 0.35% 45
2025
Q2 		$13.9M Buy
48,922
+1,289
+3% +$332K 0.38% 41
2025
Q1 		$11.7M Buy
47,633
+3,450
+8% +$897K 0.4% 40
2024
Q4 		$11.2M Buy
44,183
+1,752
+4% +$451K 0.37% 41
2024
Q3 		$10.3M Buy
42,431
+1,303
+3% +$303K 0.38% 41
2024
Q2 		$9.44M Buy
41,128
+9,157
+29% +$2.1M 0.38% 43
2024
Q1 		$7.54M Buy
31,971
+21,426
+203% +$4.8M 0.35% 55
2023
Q4 		$2.32M Sell
10,545
-142
-1% -$28.4K 0.12% 183
2023
Q3 		$2.08M Buy
10,687
+3,616
+51% +$738K 0.14% 173
2023
Q2 		$1.45M Buy
7,071
+265
+4% +$51.4K 0.1% 225
2023
Q1 		$1.33M Sell
6,806
-133
-2% -$25.5K 0.11% 219
2022
Q4 		$1.25M Sell
6,939
-204
-3% -$37K 0.11% 197
2022
Q3 		$1.22M Sell
7,143
-160
-2% -$30.3K 0.11% 184
2022
Q2 		$1.28M Buy
7,303
+403
+6% +$78K 0.14% 168
2022
Q1 		$1.54M Buy
6,900
+789
+13% +$174K 0.13% 167
2021
Q4 		$1.56M Buy
6,111
+221
+4% +$55.7K 0.13% 160
2021
Q3 		$1.39M Buy
5,890
+67
+1% +$16.2K 0.14% 149
2021
Q2 		$1.38M Sell
5,823
-168
-3% -$37.7K 0.15% 157
2021
Q1 		$1.29M Sell
5,991
-61
-1% -$13.2K 0.17% 152
2020
Q4 		$1.28M Sell
6,052
-904
-13% -$178K 0.19% 135
2020
Q3 		$1.25M Buy
6,956
+563
+9% +$99.3K 0.24% 104
2020
Q2 		$1.06M Sell
6,393
-138
-2% -$20.9K 0.23% 108
2020
Q1 		$827K Buy
+6,531
New +$992K 0.24% 104

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Independent Financial Group's VOT Position: Q2 2026 in Review

Independent Financial Group reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.5% in Q2 2026, selling an estimated $244K and leaving 56,482 shares worth $17.3M. The position accounts for 0.32% of the portfolio, ranked #51.

Independent Financial Group first reported a position in VOT in Q1 2020 and has held it in 26 quarters since. 1,058 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Independent Financial Group held 56,482 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $17.3M as of Q2 2026.
  • Independent Financial Group sold 846 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $244K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.32% of Independent Financial Group's portfolio in Q2 2026, its #51 holding.
  • Independent Financial Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,058 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.