Ironwood Financial’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.36M | Buy |
4,530
+221
| +5% | +$63.7K | 0.21% | 79 |
|
|
2026
Q1 | $1.11M | Buy |
4,309
+226
| +6% | +$62K | 0.19% | 79 |
|
|
2025
Q4 | $1.17M | Buy |
4,083
+306
| +8% | +$87.6K | 0.2% | 77 |
|
|
2025
Q3 | $1.11M | Buy |
3,777
+972
| +35% | +$280K | 0.2% | 78 |
|
|
2025
Q2 | $686K | Hold |
2,805
| – | – | 0.15% | 94 |
|
|
2025
Q1 | $686K | Buy |
2,805
+461
| +20% | +$120K | 0.15% | 94 |
|
|
2024
Q4 | $595K | Buy |
2,344
+717
| +44% | +$185K | 0.12% | 98 |
|
|
2024
Q3 | $396K | Buy |
+1,627
| New | +$379K | 0.08% | 114 |
|
|
2021
Q4 | – | Sell |
-110
| Closed | -$26K | – | 533 |
|
|
2021
Q3 | $26K | Hold |
110
| – | – | 0.01% | 257 |
|
|
2021
Q2 | $26K | Hold |
110
| – | – | 0.01% | 252 |
|
|
2021
Q1 | $24K | Hold |
110
| – | – | 0.01% | 245 |
|
|
2020
Q4 | $23K | Hold |
110
| – | – | 0.01% | 232 |
|
|
2020
Q3 | $20K | Hold |
110
| – | – | 0.01% | 194 |
|
|
2020
Q2 | $18K | Hold |
110
| – | – | 0.01% | 196 |
|
|
2020
Q1 | $14K | Sell |
110
-111
| -50% | -$16.9K | 0.01% | 194 |
|
|
2019
Q4 | $35K | Hold |
221
| – | – | 0.02% | 143 |
|
|
2019
Q3 | $33K | Sell |
221
-35
| -14% | -$5.24K | 0.02% | 154 |
|
|
2019
Q2 | $38K | Hold |
256
| – | – | 0.02% | 140 |
|
|
2019
Q1 | $37K | Hold |
256
| – | – | 0.02% | 142 |
|
|
2018
Q4 | $31K | Hold |
256
| – | – | 0.02% | 149 |
|
|
2018
Q3 | $36K | Hold |
256
| – | – | 0.02% | 143 |
|
|
2018
Q2 | $34K | Hold |
256
| – | – | 0.02% | 113 |
|
|
2018
Q1 | $33K | Hold |
256
| – | – | 0.04% | 99 |
|
|
2017
Q4 | $33K | Hold |
256
| – | – | 0.02% | 109 |
|
|
2017
Q3 | $31K | Hold |
256
| – | – | 0.02% | 116 |
|
|
2017
Q2 | $30K | Hold |
256
| – | – | 0.02% | 109 |
|
|
2017
Q1 | $29K | Sell |
256
-50
| -16% | -$5.56K | 0.02% | 110 |
|
|
2016
Q4 | $32K | Sell |
306
-50
| -14% | -$5.25K | 0.02% | 104 |
|
|
2016
Q3 | $38K | Hold |
356
| – | – | 0.03% | 102 |
|
|
2016
Q2 | $36K | Hold |
356
| – | – | 0.03% | 100 |
|
|
2016
Q1 | $36K | Buy |
+356
| New | +$33.2K | 0.03% | 100 |
|
|
2015
Q3 | $35K | Hold |
356
| – | – | 0.02% | 134 |
|
|
2015
Q2 | $38K | Hold |
356
| – | – | 0.02% | 127 |
|
|
2015
Q1 | $38K | Hold |
356
| – | – | 0.02% | 127 |
|
|
2014
Q4 | $36K | Buy |
+356
| New | +$35.2K | 0.02% | 115 |
|
Other funds holding VOT
EWA
TI
Ironwood Financial's VOT Position: Q2 2026 in Review
Ironwood Financial increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 5.1% in Q2 2026, buying an estimated $63.7K and bringing the position to 4,530 shares worth $1.36M. The position accounts for 0.21% of the portfolio, ranked #79.
Ironwood Financial first reported a position in VOT in Q4 2014 and has held it in 35 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.
- Ironwood Financial held 4,530 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.36M as of Q2 2026.
- Ironwood Financial bought 221 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $63.7K.
- Vanguard Morningstar Mid-Cap Growth ETF made up 0.21% of Ironwood Financial's portfolio in Q2 2026, its #79 holding.
- Ironwood Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2014 and has held it in 35 quarters since.
- 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.
Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.