Investment Advisory Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Investment Advisory Group’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 Q1	$227K	Hold	882	–	–	0.06%	179
2025 Q4	$246K	Sell	882 -3	-0.3%	-$859	0.06%	164
2025 Q3	$260K	Hold	885	–	–	0.07%	158
2025 Q2	$252K	Hold	885	–	–	0.08%	148
2025 Q1	$217K	Hold	885	–	–	0.07%	159
2024 Q4	$225K	Hold	885	–	–	0.08%	153
2024 Q3	$215K	Hold	885	–	–	0.07%	160
2024 Q2	$203K	Hold	885	–	–	0.08%	162
2024 Q1	$209K	Buy	+885	New	+$198K	0.09%	152

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Investment Advisory Group's VOT Position: Q1 2026 in Review

Investment Advisory Group held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 882 shares worth $227K. The position accounts for 0.06% of the portfolio, ranked #179.

Investment Advisory Group first reported a position in VOT in Q1 2024 and has held it in 9 quarters since. The position peaked at $260K in Q3 2025. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Investment Advisory Group held 882 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $227K as of Q1 2026.
Investment Advisory Group left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.06% of Investment Advisory Group's portfolio in Q1 2026, its #179 holding.
Investment Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
Investment Advisory Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $260K in Q3 2025.
1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.