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International Assets Investment Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

International Assets Investment Management’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 		$810K Buy
2,664
+1,632
+158% +$471K 0.05% 340
2026
Q1 		$269K Sell
1,032
-326
-24% -$89.5K 0.02% 673
2025
Q4 		$379K Buy
+1,358
New +$389K 0.03% 553
2024
Q3 		– Sell
-469
Closed -$108K – 2628
2024
Q2 		$108K Buy
+469
New +$108K 0.01% 921

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

International Assets Investment Management's VOT Position: Q2 2026 in Review

International Assets Investment Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 158% in Q2 2026, buying an estimated $471K and bringing the position to 2,664 shares worth $810K. The position accounts for 0.05% of the portfolio, ranked #340.

International Assets Investment Management first reported a position in VOT in Q2 2024 and has held it in 4 quarters since. 900 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • International Assets Investment Management held 2,664 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $810K as of Q2 2026.
  • International Assets Investment Management bought 1,632 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $471K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.05% of International Assets Investment Management's portfolio in Q2 2026, its #340 holding.
  • International Assets Investment Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2024 and has held it in 4 quarters since.
  • 900 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.