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

Kassira 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 		$2.48M Sell
8,108
-6
-0.1% -$1.73K 1.99% 12
2026
Q1 		$2.09M Sell
8,114
-102
-1% -$28K 1.92% 13
2025
Q4 		$2.29M Buy
8,216
+31
+0.4% +$8.87K 2.18% 12
2025
Q3 		$2.4M Buy
+8,185
New +$2.36M 2.32% 11

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

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

Kassira Wealth Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.07% in Q2 2026, selling an estimated $1.73K and leaving 8,108 shares worth $2.48M. The position accounts for 1.99% of the portfolio, ranked #12.

Kassira Wealth Management first reported a position in VOT in Q3 2025 and has held it in 4 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Kassira Wealth Management held 8,108 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.48M as of Q2 2026.
  • Kassira Wealth Management sold 6 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.73K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 1.99% of Kassira Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Kassira Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Kassira Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.