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Independent Solutions Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Independent Solutions 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
Q2 		$392K Hold
1,281
– – 0.05% 154
2026
Q1 		$330K Buy
1,281
+109
+9% +$29.9K 0.05% 159
2025
Q4 		$327K Hold
1,172
– – 0.06% 144
2025
Q3 		$344K Buy
+1,172
New +$338K 0.06% 145

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
Bank of America
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
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

Independent Solutions Wealth Management's VOT Position: Q2 2026 in Review

Independent Solutions Wealth Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 1,281 shares worth $392K. The position accounts for 0.05% of the portfolio, ranked #154.

Independent Solutions Wealth Management first reported a position in VOT in Q3 2025 and has held it in 4 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Independent Solutions Wealth Management held 1,281 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $392K as of Q2 2026.
  • Independent Solutions Wealth Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.05% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #154 holding.
  • Independent Solutions Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.