Iron Horse Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Iron Horse Wealth 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
2025 Q2	$146K	Buy	513 +1	+0.2%	+$258	0.04%	66
2025 Q1	$125K	Buy	512 +2	+0.4%	+$520	0.04%	67
2024 Q4	$129K	Sell	510 -20	-4%	-$5.15K	0.04%	67
2024 Q3	$129K	Buy	530 +15	+3%	+$3.49K	0.04%	64
2024 Q2	$118K	Hold	515	–	–	0.05%	60
2024 Q1	$121K	Sell	515 -5	-1%	-$1.12K	0.05%	54
2023 Q4	$114K	Hold	520	–	–	0.05%	52
2023 Q3	$101K	Hold	520	–	–	0.05%	53
2023 Q2	$107K	Sell	520 -206	-28%	-$39.9K	0.05%	50
2023 Q1	$141K	Hold	726	–	–	0.07%	44
2022 Q4	$131K	Buy	726 +390	+116%	+$70.7K	0.07%	46
2022 Q3	$57K	Sell	336 -390	-54%	-$73.8K	0.08%	41
2022 Q2	$127K	Hold	726	–	–	0.07%	44
2022 Q1	$162K	Sell	726 -63	-8%	-$13.9K	0.09%	41
2021 Q4	$201K	Hold	789	–	–	0.11%	37
2021 Q3	$186K	Hold	789	–	–	0.12%	39
2021 Q2	$186K	Hold	789	–	–	0.12%	41
2021 Q1	$169K	Hold	789	–	–	0.13%	43
2020 Q4	$167K	Buy	+789	New	+$155K	0.13%	40

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Iron Horse Wealth Management's VOT Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.2% in Q2 2025, buying an estimated $258 and bringing the position to 513 shares worth $146K. The position accounts for 0.04% of the portfolio, ranked #66.

Iron Horse Wealth Management first reported a position in VOT in Q4 2020 and has held it in 19 quarters since. The position peaked at $201K in Q4 2021. 1,014 funds tracked by Wall St. Rank hold VOT as of Q2 2025.

Iron Horse Wealth Management held 513 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $146K as of Q2 2025.
Iron Horse Wealth Management bought 1 Vanguard Morningstar Mid-Cap Growth ETF share in Q2 2025, an estimated $258.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of Iron Horse Wealth Management's portfolio in Q2 2025, its #66 holding.
Iron Horse Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 19 quarters since.
Iron Horse Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $201K in Q4 2021.
1,014 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.