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

KLCM 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
Q1 		$402K Hold
1,564
– – 0.03% 182
2025
Q4 		$437K Buy
+1,564
New +$448K 0.04% 165

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 $58.2B AUM 22.78% 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 $4.79B AUM 16.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

KLCM Advisors's VOT Position: Q1 2026 in Review

KLCM Advisors held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 1,564 shares worth $402K. The position accounts for 0.03% of the portfolio, ranked #182.

KLCM Advisors first reported a position in VOT in Q4 2025 and has held it in 2 quarters since. The position peaked at $437K in Q4 2025. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • KLCM Advisors held 1,564 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $402K as of Q1 2026.
  • KLCM Advisors left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of KLCM Advisors's portfolio in Q1 2026, its #182 holding.
  • KLCM Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • KLCM Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $437K in Q4 2025.
  • 1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.