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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Intelligence Driven Advisers's VOT Position: Q2 2026 in Review

Intelligence Driven Advisers increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.14% in Q2 2026, buying an estimated $577 and bringing the position to 1,471 shares worth $451K. The position accounts for 0.07% of the portfolio, ranked #82.

Intelligence Driven Advisers first reported a position in VOT in Q2 2024 and has held it in 9 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Intelligence Driven Advisers held 1,471 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $451K as of Q2 2026.
Intelligence Driven Advisers bought 2 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $577.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.07% of Intelligence Driven Advisers's portfolio in Q2 2026, its #82 holding.
Intelligence Driven Advisers first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Intelligence Driven Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.