IRAG
VOT icon

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

Investment Research & 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
Q2 		$1.53K Hold
5
– – ﹤0.01% 287
2026
Q1 		$1.29K Hold
5
– – ﹤0.01% 248
2025
Q4 		$1.4K Buy
+5
New +$1.43K ﹤0.01% 242

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Investment Research & Advisory Group's VOT Position: Q2 2026 in Review

Investment Research & Advisory Group held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 5 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Investment Research & Advisory Group first reported a position in VOT in Q4 2025 and has held it in 3 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Investment Research & Advisory Group held 5 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.53K as of Q2 2026.
  • Investment Research & Advisory Group left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #287 holding.
  • Investment Research & Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.