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Keel Point’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Keel Point’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 		$3.77M Sell
14,643
-51
-0.3% -$14K 0.25% 57
2025
Q4 		$4.1M Buy
14,694
+137
+0.9% +$39.2K 0.25% 62
2025
Q3 		$4.28M Buy
14,557
+388
+3% +$112K 0.26% 67
2025
Q2 		$4.03M Buy
14,169
+72
+0.5% +$18.6K 0.27% 69
2025
Q1 		$3.45M Buy
14,097
+1,260
+10% +$328K 0.27% 73
2024
Q4 		$3.26M Buy
12,837
+511
+4% +$132K 0.26% 70
2024
Q3 		$3M Buy
12,326
+591
+5% +$138K 0.25% 76
2024
Q2 		$2.68M Buy
11,735
+2,229
+23% +$511K 0.24% 74
2024
Q1 		$2.24M Buy
9,506
+487
+5% +$109K 0.23% 75
2023
Q4 		$1.98M Sell
9,019
-365
-4% -$73K 0.24% 81
2023
Q3 		$1.83M Buy
9,384
+323
+4% +$65.9K 0.25% 75
2023
Q2 		$1.86M Sell
9,061
-267
-3% -$51.7K 0.25% 74
2023
Q1 		$1.82M Buy
9,328
+2,130
+30% +$408K 0.26% 73
2022
Q4 		$1.29M Buy
7,198
+2,693
+60% +$488K 0.2% 88
2022
Q3 		$768K Buy
4,505
+3,284
+269% +$622K 0.13% 109
2022
Q2 		$251K Buy
+1,221
New +$236K 0.04% 221

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
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

Keel Point's VOT Position: Q1 2026 in Review

Keel Point reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.35% in Q1 2026, selling an estimated $14K and leaving 14,643 shares worth $3.77M. The position accounts for 0.25% of the portfolio, ranked #57.

Keel Point first reported a position in VOT in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.28M in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Keel Point held 14,643 shares of Vanguard Mid-Cap Growth ETF worth $3.77M as of Q1 2026.
  • Keel Point sold 51 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $14K.
  • Vanguard Mid-Cap Growth ETF made up 0.25% of Keel Point's portfolio in Q1 2026, its #57 holding.
  • Keel Point first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • Keel Point's Vanguard Mid-Cap Growth ETF position peaked at $4.28M in Q3 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.