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Investor's Fiduciary Advisor Network’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Investor's Fiduciary Advisor Network’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 		– Sell
-3,013
Closed -$841K – 305
2025
Q4 		$841K Buy
+3,013
New +$862K 0.18% 126

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Investor's Fiduciary Advisor Network's VOT Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2026, closing a stake of 3,013 shares — an estimated $841K sold.

Investor's Fiduciary Advisor Network first reported a position in VOT in Q4 2025 and held it in 1 quarter. The position peaked at $841K in Q4 2025. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Investor's Fiduciary Advisor Network reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Investor's Fiduciary Advisor Network sold 3,013 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $841K.
  • Investor's Fiduciary Advisor Network first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Investor's Fiduciary Advisor Network's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $841K in Q4 2025.
  • 1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.