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Intergy Private Wealth’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Intergy Private Wealth’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 		$2.9M Hold
9,481
– – 0.67% 28
2026
Q1 		$2.44M Hold
9,481
– – 0.72% 26
2025
Q4 		$2.65M Hold
9,481
– – 0.8% 24
2025
Q3 		$2.79M Sell
9,481
-83
-0.9% -$23.9K 0.87% 24
2025
Q2 		$2.72M Sell
9,564
-10
-0.1% -$2.58K 0.93% 23
2025
Q1 		$2.34M Buy
9,574
+1
+0% +$260 0.89% 24
2024
Q4 		$2.43M Hold
9,573
– – 0.91% 24
2024
Q3 		$2.33M Sell
9,573
-155
-2% -$36.1K 0.89% 24
2024
Q2 		$2.23M Sell
9,728
-22
-0.2% -$5.04K 0.92% 23
2024
Q1 		$2.3M Sell
9,750
-21
-0.2% -$4.71K 0.95% 22
2023
Q4 		$2.15M Buy
9,771
+376
+4% +$75.2K 0.93% 26
2023
Q3 		$1.83M Sell
9,395
-3
-0% -$612 0.92% 25
2023
Q2 		$1.93M Hold
9,398
– – 0.95% 27
2023
Q1 		$1.83M Sell
9,398
-104
-1% -$19.9K 1.03% 24
2022
Q4 		$1.71M Buy
9,502
+788
+9% +$143K 1.07% 23
2022
Q3 		$1.49M Buy
+8,714
New +$1.65M 1.05% 22

Other funds holding VOT

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Intergy Private Wealth's VOT Position: Q2 2026 in Review

Intergy Private Wealth held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 9,481 shares worth $2.9M. The position accounts for 0.67% of the portfolio, ranked #28.

Intergy Private Wealth first reported a position in VOT in Q3 2022 and has held it in 16 quarters since. 255 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Intergy Private Wealth held 9,481 shares of Vanguard Mid-Cap Growth ETF worth $2.9M as of Q2 2026.
  • Intergy Private Wealth left its Vanguard Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Mid-Cap Growth ETF made up 0.67% of Intergy Private Wealth's portfolio in Q2 2026, its #28 holding.
  • Intergy Private Wealth first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 255 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.