BKM Wealth Management
VOT icon

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
Q3 		$1.57M Buy
5,387
+1,727
+47% +$517K 0.51% 59
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Busey Bank
Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BKM Wealth Management's VOT Position: Q3 2026 in Review

BKM Wealth Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 47% in Q3 2026, buying an estimated $517K and bringing the position to 5,387 shares worth $1.57M. The position accounts for 0.51% of the portfolio, ranked #59.

BKM Wealth Management first reported a position in VOT in Q4 2023 and has held it in 12 quarters since. 785 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • BKM Wealth Management held 5,387 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.57M as of Q3 2026.
  • BKM Wealth Management bought 1,727 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $517K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.51% of BKM Wealth Management's portfolio in Q3 2026, its #59 holding.
  • BKM Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 785 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.