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

BKM 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
2026 Q2	$1.12M	Sell	3,660 -1,321	-27%	-$381K	0.4%	70
2026 Q1	$1.28M	Buy	4,981 +648	+15%	+$178K	0.47%	63
2025 Q4	$1.21M	Buy	4,333 +368	+9%	+$105K	0.44%	63
2025 Q3	$1.16M	Buy	3,965 +144	+4%	+$41.5K	0.43%	65
2025 Q2	$1.09M	Buy	3,821 +68	+2%	+$17.5K	0.42%	65
2025 Q1	$918K	Buy	3,753 +261	+7%	+$67.9K	0.38%	67
2024 Q4	$886K	Sell	3,492 -133	-4%	-$34.2K	0.36%	71
2024 Q3	$883K	Buy	3,625 +198	+6%	+$46.1K	0.36%	76
2024 Q2	$787K	Buy	3,427 +312	+10%	+$71.6K	0.38%	78
2024 Q1	$735K	Buy	3,115 +84	+3%	+$18.8K	0.32%	83
2023 Q4	$666K	Buy	+3,031	New	+$606K	0.28%	84

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

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

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

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

BKM Wealth Management's VOT Position: Q2 2026 in Review

BKM Wealth Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 27% in Q2 2026, selling an estimated $381K and leaving 3,660 shares worth $1.12M. The position accounts for 0.4% of the portfolio, ranked #70.

BKM Wealth Management first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.28M in Q1 2026. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

BKM Wealth Management held 3,660 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.12M as of Q2 2026.
BKM Wealth Management sold 1,321 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $381K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.4% of BKM Wealth Management's portfolio in Q2 2026, its #70 holding.
BKM Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.28M in Q1 2026.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.