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Kestra Private Wealth Services’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Kestra Private Wealth 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 		$8.32M Buy
32,312
+242
+0.8% +$66.4K 0.1% 224
2025
Q4 		$8.95M Buy
32,070
+1,105
+4% +$316K 0.11% 201
2025
Q3 		$9.1M Buy
30,965
+639
+2% +$184K 0.12% 196
2025
Q2 		$8.62M Buy
30,326
+7,240
+31% +$1.87M 0.12% 195
2025
Q1 		$5.65M Buy
23,086
+13,496
+141% +$3.51M 0.09% 235
2024
Q4 		$2.43M Buy
9,590
+91
+1% +$23.4K 0.04% 382
2024
Q3 		$2.31M Buy
9,499
+155
+2% +$36.1K 0.04% 390
2024
Q2 		$2.15M Buy
9,344
+365
+4% +$83.7K 0.04% 381
2024
Q1 		$2.12M Buy
8,979
+75
+0.8% +$16.8K 0.05% 360
2023
Q4 		$1.96M Buy
8,904
+546
+7% +$109K 0.05% 349
2023
Q3 		$1.63M Buy
8,358
+2,145
+35% +$438K 0.05% 349
2023
Q2 		$1.28M Sell
6,213
-20
-0.3% -$3.88K 0.04% 386
2023
Q1 		$1.21M Buy
6,233
+868
+16% +$166K 0.05% 367
2022
Q4 		$964K Sell
5,365
-475
-8% -$86.1K 0.05% 375
2022
Q3 		$996K Buy
5,840
+463
+9% +$87.6K 0.06% 337
2022
Q2 		$943K Sell
5,377
-591
-10% -$114K 0.05% 356
2022
Q1 		$1.33M Buy
5,968
+2,179
+58% +$481K 0.07% 309
2021
Q4 		$965K Buy
3,789
+854
+29% +$215K 0.05% 395
2021
Q3 		$693K Buy
2,935
+175
+6% +$42.4K 0.04% 459
2021
Q2 		$652K Buy
+2,760
New +$619K 0.04% 445

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 Private Wealth Services's VOT Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.75% in Q1 2026, buying an estimated $66.4K and bringing the position to 32,312 shares worth $8.32M. The position accounts for 0.1% of the portfolio, ranked #224.

Kestra Private Wealth Services first reported a position in VOT in Q2 2021 and has held it in 20 quarters since. The position peaked at $9.1M in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Kestra Private Wealth Services held 32,312 shares of Vanguard Mid-Cap Growth ETF worth $8.32M as of Q1 2026.
  • Kestra Private Wealth Services bought 242 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $66.4K.
  • Vanguard Mid-Cap Growth ETF made up 0.1% of Kestra Private Wealth Services's portfolio in Q1 2026, its #224 holding.
  • Kestra Private Wealth Services first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2021 and has held it in 20 quarters since.
  • Kestra Private Wealth Services's Vanguard Mid-Cap Growth ETF position peaked at $9.1M in Q3 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.