Kingsview Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.29M | Buy |
27,064
+2,584
| +11% | +$745K | 0.1% | 191 |
|
|
2026
Q1 | $6.3M | Buy |
24,480
+1,602
| +7% | +$440K | 0.09% | 251 |
|
|
2025
Q4 | $6.39M | Buy |
22,878
+9,863
| +76% | +$2.82M | 0.09% | 230 |
|
|
2025
Q3 | $3.82M | Buy |
13,015
+3,823
| +42% | +$1.1M | 0.06% | 322 |
|
|
2025
Q2 | $2.61M | Sell |
9,192
-560
| -6% | -$144K | 0.04% | 384 |
|
|
2025
Q1 | $2.39M | Buy |
9,752
+1,480
| +18% | +$385K | 0.04% | 354 |
|
|
2024
Q4 | $2.1M | Buy |
8,272
+1,122
| +16% | +$289K | 0.04% | 379 |
|
|
2024
Q3 | $1.74M | Buy |
7,150
+91
| +1% | +$21.2K | 0.04% | 406 |
|
|
2024
Q2 | $1.62M | Buy |
7,059
+550
| +8% | +$126K | 0.04% | 396 |
|
|
2024
Q1 | $1.53M | Buy |
6,509
+1,247
| +24% | +$279K | 0.04% | 400 |
|
|
2023
Q4 | $1.16M | Sell |
5,262
-2,936
| -36% | -$587K | 0.03% | 425 |
|
|
2023
Q3 | $1.6M | Buy |
8,198
+6,430
| +364% | +$1.31M | 0.06% | 335 |
|
|
2023
Q2 | $364K | Buy |
1,768
+372
| +27% | +$72.1K | 0.01% | 684 |
|
|
2023
Q1 | $272K | Sell |
1,396
-115
| -8% | -$22K | 0.01% | 741 |
|
|
2022
Q4 | $272K | Buy |
1,511
+88
| +6% | +$15.9K | 0.01% | 697 |
|
|
2022
Q3 | $243K | Buy |
1,423
+206
| +17% | +$39K | 0.01% | 699 |
|
|
2022
Q2 | $213K | Sell |
1,217
-3,796
| -76% | -$735K | 0.01% | 752 |
|
|
2022
Q1 | $1.12M | Buy |
5,013
+3,918
| +358% | +$865K | 0.05% | 360 |
|
|
2021
Q4 | $279K | Buy |
1,095
+63
| +6% | +$15.9K | 0.01% | 757 |
|
|
2021
Q3 | $244K | Sell |
1,032
-32
| -3% | -$7.75K | 0.01% | 743 |
|
|
2021
Q2 | $252K | Buy |
+1,064
| New | +$239K | 0.01% | 755 |
|
|
2021
Q1 | – | Sell |
-11,457
| Closed | -$2.43M | – | 941 |
|
|
2020
Q4 | $2.43M | Buy |
11,457
+5,095
| +80% | +$1M | 0.18% | 132 |
|
|
2020
Q3 | $1.15M | Buy |
+6,362
| New | +$1.12M | 0.1% | 204 |
|
|
2019
Q3 | – | Sell |
-1,378
| Closed | -$206K | – | 490 |
|
|
2019
Q2 | $206K | Sell |
1,378
-3,715
| -73% | -$542K | 0.03% | 390 |
|
|
2019
Q1 | $727K | Buy |
5,093
+73
| +1% | +$9.82K | 0.11% | 216 |
|
|
2018
Q4 | $601K | Buy |
5,020
+17
| +0.3% | +$2.18K | 0.13% | 192 |
|
|
2018
Q3 | $713K | Buy |
5,003
+357
| +8% | +$50K | 0.14% | 184 |
|
|
2018
Q2 | $625K | Sell |
4,646
-421
| -8% | -$55.9K | 0.15% | 169 |
|
|
2018
Q1 | $657K | Sell |
5,067
-1,580
| -24% | -$208K | 0.16% | 164 |
|
|
2017
Q4 | $849K | Buy |
6,647
+77
| +1% | +$9.66K | 0.3% | 104 |
|
|
2017
Q3 | $800K | Sell |
6,570
-298
| -4% | -$35.5K | 0.35% | 86 |
|
|
2017
Q2 | $808K | Buy |
6,868
+1,162
| +20% | +$135K | 0.42% | 74 |
|
|
2017
Q1 | $644K | Buy |
+5,706
| New | +$634K | 0.38% | 91 |
|
Other funds holding VOT
EWA
TI
Kingsview Wealth Management's VOT Position: Q2 2026 in Review
Kingsview Wealth Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 11% in Q2 2026, buying an estimated $745K and bringing the position to 27,064 shares worth $8.29M. The position accounts for 0.1% of the portfolio, ranked #191.
Kingsview Wealth Management first reported a position in VOT in Q1 2017 and has held it in 33 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.
- Kingsview Wealth Management held 27,064 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $8.29M as of Q2 2026.
- Kingsview Wealth Management bought 2,584 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $745K.
- Vanguard Morningstar Mid-Cap Growth ETF made up 0.1% of Kingsview Wealth Management's portfolio in Q2 2026, its #191 holding.
- Kingsview Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2017 and has held it in 33 quarters since.
- 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.
Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.