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IVC Wealth Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

IVC Wealth Advisors’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 		$6.94M Sell
22,659
-1,734
-7% -$500K 2.71% 9
2026
Q1 		$6.28M Buy
24,393
+3,431
+16% +$942K 2.73% 10
2025
Q4 		$5.85M Sell
20,962
-1,836
-8% -$525K 2.54% 9
2025
Q3 		$6.7M Sell
22,798
-93
-0.4% -$26.8K 2.99% 8
2025
Q2 		$6.51M Buy
22,891
+2,333
+11% +$602K 3.17% 7
2025
Q1 		$5.03M Buy
20,558
+5,342
+35% +$1.39M 2.71% 9
2024
Q4 		$3.86M Buy
15,216
+395
+3% +$102K 2.16% 9
2024
Q3 		$3.61M Buy
14,821
+189
+1% +$44K 1.97% 8
2024
Q2 		$3.36M Buy
14,632
+162
+1% +$37.2K 1.88% 9
2024
Q1 		$3.41M Buy
14,470
+570
+4% +$128K 1.97% 7
2023
Q4 		$3.05M Sell
13,900
-240
-2% -$48K 1.9% 7
2023
Q3 		$2.75M Buy
14,140
+175
+1% +$35.7K 1.84% 6
2023
Q2 		$2.87M Buy
13,965
+1,812
+15% +$351K 1.82% 6
2023
Q1 		$2.37M Buy
12,153
+893
+8% +$171K 1.68% 7
2022
Q4 		$2.02M Sell
11,260
-1
-0% -$181 1.49% 11
2022
Q3 		$1.92M Buy
11,261
+1,043
+10% +$197K 1.55% 10
2022
Q2 		$1.79M Buy
10,218
+3,202
+46% +$620K 1.39% 13
2022
Q1 		$1.56M Buy
7,016
+544
+8% +$120K 1.03% 21
2021
Q4 		$1.65M Buy
6,472
+453
+8% +$114K 1.06% 19
2021
Q3 		$1.42M Buy
6,019
+66
+1% +$16K 0.98% 24
2021
Q2 		$1.41M Buy
5,953
+481
+9% +$108K 0.99% 22
2021
Q1 		$1.17M Buy
5,472
+150
+3% +$32.5K 0.92% 31
2020
Q4 		$1.13M Buy
+5,322
New +$1.05M 1.08% 23

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

IVC Wealth Advisors's VOT Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 7.1% in Q2 2026, selling an estimated $500K and leaving 22,659 shares worth $6.94M. The position accounts for 2.71% of the portfolio, ranked #9.

IVC Wealth Advisors first reported a position in VOT in Q4 2020 and has held it in 23 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • IVC Wealth Advisors held 22,659 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $6.94M as of Q2 2026.
  • IVC Wealth Advisors sold 1,734 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $500K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 2.71% of IVC Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • IVC Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.