IWN
VOT icon

Independent Wealth Network’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Independent Wealth Network’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 		$871K Buy
2,845
+137
+5% +$39.5K 0.22% 118
2026
Q1 		$697K Sell
2,708
-53
-2% -$14.5K 0.21% 126
2025
Q4 		$771K Sell
2,761
-26
-0.9% -$7.44K 0.24% 106
2025
Q3 		$819K Sell
2,787
-19
-0.7% -$5.48K 0.26% 95
2025
Q2 		$798K Buy
2,806
+10
+0.4% +$2.58K 0.29% 85
2025
Q1 		$684K Sell
2,796
-95
-3% -$24.7K 0.27% 90
2024
Q4 		$734K Buy
2,891
+13
+0.5% +$3.35K 0.3% 84
2024
Q3 		$701K Buy
2,878
+9
+0.3% +$2.1K 0.31% 82
2024
Q2 		$659K Sell
2,869
-48
-2% -$11K 0.31% 85
2024
Q1 		$688K Buy
2,917
+10
+0.3% +$2.24K 0.32% 82
2023
Q4 		$638K Buy
2,907
+17
+0.6% +$3.4K 0.34% 77
2023
Q3 		$563K Buy
2,890
+56
+2% +$11.4K 0.35% 78
2023
Q2 		$583K Buy
2,834
+605
+27% +$117K 0.35% 72
2023
Q1 		$434K Buy
2,229
+311
+16% +$59.5K 0.28% 89
2022
Q4 		$345K Buy
1,918
+14
+0.7% +$2.54K 0.24% 107
2022
Q3 		$325K Buy
1,904
+16
+0.8% +$3.03K 0.25% 112
2022
Q2 		$331K Buy
1,888
+8
+0.4% +$1.55K 0.24% 114
2022
Q1 		$419K Buy
1,880
+12
+0.6% +$2.65K 0.27% 101
2021
Q4 		$476K Buy
1,868
+8
+0.4% +$2.02K 0.29% 91
2021
Q3 		$482K Buy
+1,860
New +$450K 0.32% 93

Other funds holding VOT

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
PPW
Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return

Independent Wealth Network's VOT Position: Q2 2026 in Review

Independent Wealth Network increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 5.1% in Q2 2026, buying an estimated $39.5K and bringing the position to 2,845 shares worth $871K. The position accounts for 0.22% of the portfolio, ranked #118.

Independent Wealth Network first reported a position in VOT in Q3 2021 and has held it in 20 quarters since. 324 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Independent Wealth Network held 2,845 shares of Vanguard Mid-Cap Growth ETF worth $871K as of Q2 2026.
  • Independent Wealth Network bought 137 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $39.5K.
  • Vanguard Mid-Cap Growth ETF made up 0.22% of Independent Wealth Network's portfolio in Q2 2026, its #118 holding.
  • Independent Wealth Network first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • 324 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.