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Keel Point’s Vanguard Morningstar 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
Q2 		$4.68M Buy
15,283
+640
+4% +$185K 0.28% 57
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 $1.89T 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

Keel Point's VOT Position: Q2 2026 in Review

Keel Point increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4.4% in Q2 2026, buying an estimated $185K and bringing the position to 15,283 shares worth $4.68M. The position accounts for 0.28% of the portfolio, ranked #57.

Keel Point first reported a position in VOT in Q2 2022 and has held it in 17 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Keel Point held 15,283 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $4.68M as of Q2 2026.
  • Keel Point bought 640 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $185K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.28% of Keel Point's portfolio in Q2 2026, its #57 holding.
  • Keel Point first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.