Intelligence Driven Advisers’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Intelligence Driven Advisers’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 Q3	$430K	Buy	1,473 +2	+0.1%	+$599	0.07%	80
2026 Q2	$451K	Buy	1,471 +2	+0.1%	+$577	0.07%	82
2026 Q1	$378K	Buy	1,469 +3	+0.2%	+$823	0.07%	78
2025 Q4	$409K	Sell	1,466 -43	-3%	-$12.3K	0.06%	81
2025 Q3	$443K	Buy	1,509 +3	+0.2%	+$865	0.06%	73
2025 Q2	$428K	Hold	1,506	–	–	0.06%	72
2025 Q1	$369K	Buy	1,506 +2	+0.1%	+$520	0.07%	64
2024 Q4	$382K	Buy	1,504 +3	+0.2%	+$772	0.07%	61
2024 Q3	$365K	Buy	1,501 +5	+0.3%	+$1.16K	0.05%	73
2024 Q2	$343K	Buy	+1,496	New	+$343K	0.05%	77

Other funds holding VOT

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

GFA

Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Intelligence Driven Advisers's VOT Position: Q3 2026 in Review

Intelligence Driven Advisers increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.14% in Q3 2026, buying an estimated $599 and bringing the position to 1,473 shares worth $430K. The position accounts for 0.07% of the portfolio, ranked #80.

Intelligence Driven Advisers first reported a position in VOT in Q2 2024 and has held it in 10 quarters since. The position peaked at $451K in Q2 2026. 71 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Intelligence Driven Advisers held 1,473 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $430K as of Q3 2026.
Intelligence Driven Advisers bought 2 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $599.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.07% of Intelligence Driven Advisers's portfolio in Q3 2026, its #80 holding.
Intelligence Driven Advisers first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2024 and has held it in 10 quarters since.
Intelligence Driven Advisers's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $451K in Q2 2026.
71 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.