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Key Capital Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Key Capital Management’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 		– Sell
-7
Closed -$1.8K – 814
2026
Q1 		$1.8K Buy
+7
New +$1.92K ﹤0.01% 544

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Key Capital Management's VOT Position: Q2 2026 in Review

Key Capital Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026, closing a stake of 7 shares — an estimated $1.8K sold.

Key Capital Management first reported a position in VOT in Q1 2026 and held it in 1 quarter. The position peaked at $1.8K in Q1 2026. 693 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Key Capital Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Key Capital Management sold 7 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.8K.
  • Key Capital Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2026 and held it in 1 quarter.
  • Key Capital Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.8K in Q1 2026.
  • 693 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.