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Kelleher Financial Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Kelleher Financial Advisors’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 		$21.4K Buy
70
+35
+100% +$10.1K ﹤0.01% 537
2026
Q1 		$9.01K Hold
35
– – ﹤0.01% 550
2025
Q4 		$9.77K Hold
35
– – ﹤0.01% 577
2025
Q3 		$10.3K Buy
+35
New +$10.1K ﹤0.01% 497

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

Kelleher Financial Advisors's VOT Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 100% in Q2 2026, buying an estimated $10.1K and bringing the position to 70 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Kelleher Financial Advisors first reported a position in VOT in Q3 2025 and has held it in 4 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Kelleher Financial Advisors held 70 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $21.4K as of Q2 2026.
  • Kelleher Financial Advisors bought 35 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $10.1K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #537 holding.
  • Kelleher Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.