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Kiely Wealth Advisory Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$657K Buy
2,371
+2
+0.1% +$515 0.42% 17
2024
Q3 		$625K Buy
2,369
+1
+0% +$233 0.4% 16
2024
Q2 		$532K Buy
2,368
+101
+4% +$23.2K 0.29% 14
2024
Q1 		$517K Hold
2,267
– – 0.29% 15
2023
Q4 		$497K Buy
+2,267
New +$453K 0.29% 17

Other funds holding VOT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kiely Wealth Advisory Group's VOT Position: Q4 2024 in Review

Kiely Wealth Advisory Group increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.08% in Q4 2024, buying an estimated $515 and bringing the position to 2,371 shares worth $657K. The position accounts for 0.42% of the portfolio, ranked #17.

Kiely Wealth Advisory Group first reported a position in VOT in Q4 2023 and has held it in 5 quarters since. 979 funds tracked by Wall St. Rank hold VOT as of Q4 2024.

  • Kiely Wealth Advisory Group held 2,371 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $657K as of Q4 2024.
  • Kiely Wealth Advisory Group bought 2 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2024, an estimated $515.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.42% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #17 holding.
  • Kiely Wealth Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 5 quarters since.
  • 979 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.