CK
VOT icon

Cohen Klingenstein’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Cohen Klingenstein’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 		$4.26M Buy
13,922
+66
+0.5% +$19K 0.12% 80
2026
Q1 		$3.57M Buy
13,856
+71
+0.5% +$19.5K 0.12% 86
2025
Q4 		$3.85M Buy
13,785
+220
+2% +$63K 0.12% 81
2025
Q3 		$3.99M Hold
13,565
– – 0.12% 77
2025
Q2 		$3.86M Hold
13,565
– – 0.13% 80
2025
Q1 		$3.32M Buy
13,565
+75
+0.6% +$19.5K 0.12% 82
2024
Q4 		$3.42M Buy
13,490
+170
+1% +$43.8K 0.12% 82
2024
Q3 		$3.24M Buy
13,320
+90
+0.7% +$21K 0.11% 99
2024
Q2 		$3.04M Buy
13,230
+65
+0.5% +$14.9K 0.11% 98
2024
Q1 		$3.1M Buy
13,165
+80
+0.6% +$17.9K 0.12% 99
2023
Q4 		$2.87M Buy
13,085
+145
+1% +$29K 0.12% 101
2023
Q3 		$2.52M Hold
12,940
– – 0.11% 102
2023
Q2 		$2.66M Buy
12,940
+79
+0.6% +$15.3K 0.12% 104
2023
Q1 		$2.51M Buy
12,861
+96
+0.8% +$18.4K 0.12% 107
2022
Q4 		$2.29M Buy
12,765
+120
+0.9% +$21.7K 0.12% 110
2022
Q3 		$2.16M Hold
12,645
– – 0.11% 103
2022
Q2 		$2.22M Hold
12,645
– – 0.11% 102
2022
Q1 		$2.82M Hold
12,645
– – 0.12% 102
2021
Q4 		$3.22M Buy
12,645
+175
+1% +$44.1K 0.13% 99
2021
Q3 		$2.95M Hold
12,470
– – 0.13% 107
2021
Q2 		$2.95M Buy
12,470
+175
+1% +$39.2K 0.13% 113
2021
Q1 		$2.64M Hold
12,295
– – 0.12% 115
2020
Q4 		$2.61M Buy
12,295
+530
+5% +$104K 0.13% 109
2020
Q3 		$2.12M Hold
11,765
– – 0.12% 115
2020
Q2 		$1.94M Hold
11,765
– – 0.12% 119
2020
Q1 		$1.49M Hold
11,765
– – 0.11% 120
2019
Q4 		$1.87M Buy
11,765
+490
+4% +$74.8K 0.11% 125
2019
Q3 		$1.67M Hold
11,275
– – 0.11% 129
2019
Q2 		$1.68M Hold
11,275
– – 0.12% 120
2019
Q1 		$1.61M Buy
11,275
+500
+5% +$67.3K 0.11% 102
2018
Q4 		$1.29M Hold
10,775
– – 0.19% 82
2018
Q3 		$1.53M Hold
10,775
– – 0.2% 83
2018
Q2 		$1.45M Hold
10,775
– – 0.2% 84
2018
Q1 		$1.4M Buy
10,775
+320
+3% +$42K 0.2% 84
2017
Q4 		$1.33M Hold
10,455
– – 0.19% 86
2017
Q3 		$1.27M Buy
10,455
+175
+2% +$20.9K 0.19% 86
2017
Q2 		$1.21M Hold
10,280
– – 0.19% 84
2017
Q1 		$1.16M Buy
10,280
+180
+2% +$20K 0.19% 85
2016
Q4 		$1.07M Buy
10,100
+170
+2% +$17.8K 0.18% 86
2016
Q3 		$1.06M Hold
9,930
– – 0.18% 86
2016
Q2 		$1.01M Hold
9,930
– – 0.19% 87
2016
Q1 		$996K Buy
+9,930
New +$927K 0.19% 87

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Cohen Klingenstein's VOT Position: Q2 2026 in Review

Cohen Klingenstein increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.48% in Q2 2026, buying an estimated $19K and bringing the position to 13,922 shares worth $4.26M. The position accounts for 0.12% of the portfolio, ranked #80.

Cohen Klingenstein first reported a position in VOT in Q1 2016 and has held it in 42 quarters since. 499 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Cohen Klingenstein held 13,922 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $4.26M as of Q2 2026.
  • Cohen Klingenstein bought 66 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $19K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.12% of Cohen Klingenstein's portfolio in Q2 2026, its #80 holding.
  • Cohen Klingenstein first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2016 and has held it in 42 quarters since.
  • 499 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Cohen Klingenstein's 13F filing for Q2 2026, filed 15 Jul 2026.