KAS
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Kestra Advisory Services’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Kestra Advisory Services’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 		$39.9M Buy
155,125
+11,870
+8% +$3.26M 0.15% 132
2025
Q4 		$40M Buy
143,255
+17,070
+14% +$4.89M 0.16% 114
2025
Q3 		$37.1M Sell
126,185
-9,410
-7% -$2.71M 0.17% 110
2025
Q2 		$38.6M Buy
135,595
+39,215
+41% +$10.1M 0.19% 100
2025
Q1 		$23.6M Buy
96,380
+702
+0.7% +$183K 0.11% 138
2024
Q4 		$24.3M Sell
95,678
-11,430
-11% -$2.94M 0.13% 137
2024
Q3 		$26.1M Sell
107,108
-35,155
-25% -$8.19M 0.14% 140
2024
Q2 		$31.8M Buy
142,263
+10,253
+8% +$2.35M 0.18% 115
2024
Q1 		$31.1M Buy
132,010
+10,560
+9% +$2.37M 0.21% 94
2023
Q4 		$26.7M Buy
121,450
+48,812
+67% +$9.76M 0.22% 91
2023
Q3 		$14.1M Sell
72,638
-3,462
-5% -$707K 0.14% 157
2023
Q2 		$15.7M Buy
76,100
+1,762
+2% +$341K 0.16% 139
2023
Q1 		$14.5M Sell
74,338
-7,461
-9% -$1.43M 0.16% 145
2022
Q4 		$14.7M Buy
81,799
+2,611
+3% +$473K 0.13% 179
2022
Q3 		$13.5M Buy
79,188
+5,113
+7% +$968K 0.14% 163
2022
Q2 		$13M Sell
74,075
-822
-1% -$159K 0.13% 170
2022
Q1 		$16.7M Sell
74,897
-5,628
-7% -$1.24M 0.17% 128
2021
Q4 		$20.5M Sell
80,525
-5,763
-7% -$1.45M 0.21% 107
2021
Q3 		$20.4M Buy
86,288
+12,901
+18% +$3.12M 0.2% 116
2021
Q2 		$17.3M Sell
73,387
-2,770
-4% -$621K 0.2% 123
2021
Q1 		$16.3M Sell
76,157
-22,587
-23% -$4.9M 0.21% 116
2020
Q4 		$20.9M Buy
98,744
+27,662
+39% +$5.45M 0.24% 91
2020
Q3 		$12.8M Buy
+71,082
New +$12.5M 0.24% 103

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

Kestra Advisory Services's VOT Position: Q1 2026 in Review

Kestra Advisory Services increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 8.3% in Q1 2026, buying an estimated $3.26M and bringing the position to 155,125 shares worth $39.9M. The position accounts for 0.15% of the portfolio, ranked #132.

Kestra Advisory Services first reported a position in VOT in Q3 2020 and has held it in 23 quarters since. The position peaked at $40M in Q4 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Kestra Advisory Services held 155,125 shares of Vanguard Mid-Cap Growth ETF worth $39.9M as of Q1 2026.
  • Kestra Advisory Services bought 11,870 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $3.26M.
  • Vanguard Mid-Cap Growth ETF made up 0.15% of Kestra Advisory Services's portfolio in Q1 2026, its #132 holding.
  • Kestra Advisory Services first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Vanguard Mid-Cap Growth ETF position peaked at $40M in Q4 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.