Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Kayne Anderson Rudnick Investment 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 		$40.2K Sell
131
-1,148
-90% -$331K ﹤0.01% 644
2026
Q1 		$329K Buy
1,279
+1,145
+854% +$314K ﹤0.01% 463
2025
Q4 		$37.4K Sell
134
-15
-10% -$4.29K ﹤0.01% 613
2025
Q3 		$43.7K Sell
149
-182
-55% -$52.5K ﹤0.01% 610
2025
Q2 		$94.1K Buy
331
+29
+10% +$7.48K ﹤0.01% 568
2025
Q1 		$73.9K Buy
302
+51
+20% +$13.3K ﹤0.01% 555
2024
Q4 		$63.7K Buy
251
+120
+92% +$30.9K ﹤0.01% 533
2024
Q3 		$31.9K Sell
131
-8
-6% -$1.86K ﹤0.01% 584
2024
Q2 		$31.9K Buy
139
+8
+6% +$1.83K ﹤0.01% 565
2024
Q1 		$30.9K Hold
131
– – ﹤0.01% 565
2023
Q4 		$28.8K Hold
131
– – ﹤0.01% 552
2023
Q3 		$25.5K Hold
131
– – ﹤0.01% 544
2023
Q2 		$27K Hold
131
– – ﹤0.01% 539
2023
Q1 		$25.6K Sell
131
-1,124
-90% -$215K ﹤0.01% 533
2022
Q4 		$226K Buy
1,255
+1,124
+858% +$204K ﹤0.01% 428
2022
Q3 		$22K Hold
131
– – ﹤0.01% 527
2022
Q2 		$23K Sell
131
-82
-38% -$15.9K ﹤0.01% 515
2022
Q1 		$47K Sell
213
-262
-55% -$57.8K ﹤0.01% 462
2021
Q4 		$121K Buy
475
+213
+81% +$53.7K ﹤0.01% 437
2021
Q3 		$62K Hold
262
– – ﹤0.01% 458
2021
Q2 		$62K Buy
+262
New +$58.8K ﹤0.01% 460

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

Kayne Anderson Rudnick Investment Management's VOT Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 90% in Q2 2026, selling an estimated $331K and leaving 131 shares worth $40.2K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Kayne Anderson Rudnick Investment Management first reported a position in VOT in Q2 2021 and has held it in 21 quarters since. The position peaked at $329K in Q1 2026. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 131 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $40.2K as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management sold 1,148 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $331K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #644 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • Kayne Anderson Rudnick Investment Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $329K in Q1 2026.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.