BKM Wealth Management’s Vanguard 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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

BKM Wealth Management's VOT Position: Q1 2026 in Review

BKM Wealth Management increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 15% in Q1 2026, buying an estimated $178K and bringing the position to 4,981 shares worth $1.28M. The position accounts for 0.47% of the portfolio, ranked #63.

BKM Wealth Management first reported a position in VOT in Q4 2023 and has held it in 10 quarters since. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

BKM Wealth Management held 4,981 shares of Vanguard Mid-Cap Growth ETF worth $1.28M as of Q1 2026.
BKM Wealth Management bought 648 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $178K.
Vanguard Mid-Cap Growth ETF made up 0.47% of BKM Wealth Management's portfolio in Q1 2026, its #63 holding.
BKM Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.