Integrated Wealth Concepts
VOT icon

Integrated Wealth Concepts’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Integrated Wealth Concepts’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 		$3.72M Sell
12,137
-411
-3% -$119K 0.02% 600
2026
Q1 		$3.23M Buy
12,548
+1,475
+13% +$405K 0.03% 579
2025
Q4 		$3.09M Sell
11,073
-3,711
-25% -$1.06M 0.04% 423
2025
Q3 		$4.34M Sell
14,784
-291
-2% -$84K 0.04% 416
2025
Q2 		$4.29M Sell
15,075
-767
-5% -$198K 0.04% 372
2025
Q1 		$3.88M Buy
15,842
+635
+4% +$165K 0.05% 373
2024
Q4 		$3.86M Sell
15,207
-282
-2% -$72.6K 0.04% 345
2024
Q3 		$3.77M Sell
15,489
-796
-5% -$185K 0.05% 352
2024
Q2 		$3.74M Sell
16,285
-51,603
-76% -$11.8M 0.05% 330
2024
Q1 		$16M Buy
67,888
+2,200
+3% +$493K 0.23% 106
2023
Q4 		$14.4M Buy
65,688
+2,209
+3% +$442K 0.24% 100
2023
Q3 		$12.4M Sell
63,479
-12,961
-17% -$2.65M 0.22% 114
2023
Q2 		$15.7M Buy
76,440
+4,189
+6% +$812K 0.27% 93
2023
Q1 		$14.1M Buy
72,251
+7,335
+11% +$1.4M 0.29% 82
2022
Q4 		$11.7M Buy
+64,916
New +$11.8M 0.32% 64
2022
Q3 		– Sell
-1,161
Closed -$204K – 1025
2022
Q2 		$204K Buy
1,161
+105
+10% +$20.3K 0.01% 896
2022
Q1 		$235K Sell
1,056
-15
-1% -$3.31K 0.01% 823
2021
Q4 		$273K Sell
1,071
-28
-3% -$7.06K 0.01% 819
2021
Q3 		$260K Sell
1,099
-158
-13% -$38.3K 0.01% 795
2021
Q2 		$297K Buy
+1,257
New +$282K 0.01% 664

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 $59.5B AUM 15.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EP Wealth Advisors
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
Truepoint Inc
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

Integrated Wealth Concepts's VOT Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 3.3% in Q2 2026, selling an estimated $119K and leaving 12,137 shares worth $3.72M. The position accounts for 0.02% of the portfolio, ranked #600.

Integrated Wealth Concepts first reported a position in VOT in Q2 2021 and has held it in 20 quarters since. The position peaked at $16M in Q1 2024. 1,106 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Integrated Wealth Concepts held 12,137 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.72M as of Q2 2026.
  • Integrated Wealth Concepts sold 411 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $119K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #600 holding.
  • Integrated Wealth Concepts first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2021 and has held it in 20 quarters since.
  • Integrated Wealth Concepts's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $16M in Q1 2024.
  • 1,106 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.