Kingswood Wealth Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Kingswood Wealth Advisors’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	$1.74M	Sell	5,673 -24	-0.4%	-$6.92K	0.07%	292
2026 Q1	$1.47M	Buy	5,697 +53	+0.9%	+$14.5K	0.07%	287
2025 Q4	$1.58M	Buy	5,644 +2,274	+67%	+$651K	0.08%	258
2025 Q3	$990K	Buy	3,370 +870	+35%	+$251K	0.06%	317
2025 Q2	$711K	Sell	2,500 -4	-0.2%	-$1.03K	0.06%	328
2025 Q1	$613K	Sell	2,504 -161	-6%	-$41.9K	0.06%	347
2024 Q4	$676K	Buy	2,665 +1,302	+96%	+$335K	0.05%	359
2024 Q3	$332K	Sell	1,363 -894	-40%	-$208K	0.02%	553
2024 Q2	$518K	Buy	2,257 +154	+7%	+$35.3K	0.05%	380
2024 Q1	$496K	Buy	2,103 +145	+7%	+$32.5K	0.06%	352
2023 Q4	$430K	Buy	+1,958	New	+$391K	0.05%	380

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Kingswood Wealth Advisors's VOT Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.42% in Q2 2026, selling an estimated $6.92K and leaving 5,673 shares worth $1.74M. The position accounts for 0.07% of the portfolio, ranked #292.

Kingswood Wealth Advisors first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Kingswood Wealth Advisors held 5,673 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.74M as of Q2 2026.
Kingswood Wealth Advisors sold 24 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $6.92K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.07% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #292 holding.
Kingswood Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.