Institute for Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.7M | Hold |
8,815
| – | – | 0.24% | 82 |
|
|
2026
Q1 | $2.27M | Buy |
8,815
+1,812
| +26% | +$497K | 0.24% | 95 |
|
|
2025
Q4 | $1.95M | Buy |
7,003
+217
| +3% | +$62.1K | 0.21% | 106 |
|
|
2025
Q3 | $1.99M | Sell |
6,786
-10
| -0.1% | -$2.88K | 0.21% | 104 |
|
|
2025
Q2 | $1.93M | Buy |
6,796
+2,368
| +53% | +$611K | 0.22% | 101 |
|
|
2025
Q1 | $1.08M | Buy |
4,428
+2,747
| +163% | +$714K | 0.14% | 171 |
|
|
2024
Q4 | $427K | Buy |
1,681
+1
| +0.1% | +$257 | 0.05% | 317 |
|
|
2024
Q3 | $409K | Hold |
1,680
| – | – | 0.05% | 343 |
|
|
2024
Q2 | $386K | Buy |
1,680
+217
| +15% | +$49.8K | 0.05% | 335 |
|
|
2024
Q1 | $345K | Hold |
1,463
| – | – | 0.04% | 358 |
|
|
2023
Q4 | $321K | Sell |
1,463
-210
| -13% | -$42K | 0.05% | 358 |
|
|
2023
Q3 | $326K | Buy |
1,673
+687
| +70% | +$140K | 0.06% | 331 |
|
|
2023
Q2 | $203K | Buy |
+986
| New | +$191K | 0.03% | 441 |
|
|
2022
Q2 | – | Sell |
-1,178
| Closed | -$262K | – | 560 |
|
|
2022
Q1 | $262K | Sell |
1,178
-204
| -15% | -$45K | 0.04% | 458 |
|
|
2021
Q4 | $352K | Sell |
1,382
-247
| -15% | -$62.3K | 0.06% | 341 |
|
|
2021
Q3 | $385K | Sell |
1,629
-400
| -20% | -$96.8K | 0.07% | 321 |
|
|
2021
Q2 | $480K | Hold |
2,029
| – | – | 0.08% | 282 |
|
|
2021
Q1 | $435K | Hold |
2,029
| – | – | 0.08% | 291 |
|
|
2020
Q4 | $430K | Sell |
2,029
-269
| -12% | -$53K | 0.09% | 278 |
|
|
2020
Q3 | $414K | Sell |
2,298
-780
| -25% | -$138K | 0.09% | 263 |
|
|
2020
Q2 | $508K | Sell |
3,078
-289
| -9% | -$43.7K | 0.12% | 229 |
|
|
2020
Q1 | $427K | Sell |
3,367
-22,017
| -87% | -$3.34M | 0.13% | 212 |
|
|
2019
Q4 | $4.03M | Buy |
25,384
+3,345
| +15% | +$510K | 0.91% | 16 |
|
|
2019
Q3 | $3.26M | Buy |
22,039
+20,045
| +1,005% | +$3M | 0.82% | 19 |
|
|
2019
Q2 | $298K | Sell |
1,994
-233
| -10% | -$34K | 0.07% | 356 |
|
|
2019
Q1 | $318K | Buy |
+2,227
| New | +$300K | 0.07% | 323 |
|
|
2018
Q4 | – | Sell |
-14,677
| Closed | -$2.08M | – | 349 |
|
|
2018
Q3 | $2.08M | Sell |
14,677
-7,585
| -34% | -$1.06M | 0.7% | 34 |
|
|
2018
Q2 | $3M | Buy |
22,262
+7,502
| +51% | +$996K | 0.95% | 18 |
|
|
2018
Q1 | $1.9M | Sell |
14,760
-10,025
| -40% | -$1.32M | 0.56% | 48 |
|
|
2017
Q4 | $3.19M | Buy |
24,785
+14,865
| +150% | +$1.86M | 0.74% | 22 |
|
|
2017
Q3 | $1.21M | Sell |
9,920
-2,597
| -21% | -$309K | 0.39% | 81 |
|
|
2017
Q2 | $1.47M | Buy |
+12,517
| New | +$1.45M | 0.4% | 63 |
|
Other funds holding VOT
EWA
TI
Institute for Wealth Management's VOT Position: Q2 2026 in Review
Institute for Wealth Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 8,815 shares worth $2.7M. The position accounts for 0.24% of the portfolio, ranked #82.
Institute for Wealth Management first reported a position in VOT in Q2 2017 and has held it in 32 quarters since. The position peaked at $4.03M in Q4 2019. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.
- Institute for Wealth Management held 8,815 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.7M as of Q2 2026.
- Institute for Wealth Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
- Vanguard Morningstar Mid-Cap Growth ETF made up 0.24% of Institute for Wealth Management's portfolio in Q2 2026, its #82 holding.
- Institute for Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2017 and has held it in 32 quarters since.
- Institute for Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $4.03M in Q4 2019.
- 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.