Intergy Private Wealth’s Vanguard Morningstar 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 Q3	$2.77M	Hold	9,481	–	–	0.62%	29
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%	-$4.7K	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

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

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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

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

Intergy Private Wealth's VOT Position: Q3 2026 in Review

Intergy Private Wealth held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 9,481 shares worth $2.77M. The position accounts for 0.62% of the portfolio, ranked #29.

Intergy Private Wealth first reported a position in VOT in Q3 2022 and has held it in 17 quarters since. The position peaked at $2.9M in Q2 2026. 245 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Intergy Private Wealth held 9,481 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.77M as of Q3 2026.
Intergy Private Wealth left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.62% of Intergy Private Wealth's portfolio in Q3 2026, its #29 holding.
Intergy Private Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2022 and has held it in 17 quarters since.
Intergy Private Wealth's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.9M in Q2 2026.
245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.