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Independent Wealth Network’s Vanguard Morningstar 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

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 Wealth Network's VOT Position: Q2 2026 in Review

Independent Wealth Network increased its Vanguard Morningstar 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. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Independent Wealth Network held 2,845 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $871K as of Q2 2026.
  • Independent Wealth Network bought 137 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $39.5K.
  • Vanguard Morningstar 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 Morningstar Mid-Cap Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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