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Klingman & Associates’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Klingman & Associates’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 		$382K Sell
1,248
-15
-1% -$4.33K 0.02% 233
2026
Q1 		$325K Sell
1,263
-25
-2% -$6.86K 0.02% 250
2025
Q4 		$360K Hold
1,288
– – 0.02% 233
2025
Q3 		$378K Sell
1,288
-17
-1% -$4.9K 0.02% 226
2025
Q2 		$371K Sell
1,305
-54
-4% -$13.9K 0.02% 215
2025
Q1 		$332K Sell
1,359
-21
-2% -$5.46K 0.02% 209
2024
Q4 		$350K Sell
1,380
-344
-20% -$88.5K 0.02% 189
2024
Q3 		$420K Sell
1,724
-254
-13% -$59.1K 0.03% 177
2024
Q2 		$454K Buy
1,978
+228
+13% +$52.3K 0.03% 145
2024
Q1 		$413K Sell
1,750
-64
-4% -$14.3K 0.03% 166
2023
Q4 		$398K Hold
1,814
– – 0.03% 154
2023
Q3 		$353K Hold
1,814
– – 0.03% 162
2023
Q2 		$373K Sell
1,814
-6
-0.3% -$1.16K 0.03% 152
2023
Q1 		$355K Hold
1,820
– – 0.03% 145
2022
Q4 		$327K Sell
1,820
-39
-2% -$7.07K 0.03% 149
2022
Q3 		$317K Buy
1,859
+142
+8% +$26.9K 0.03% 146
2022
Q2 		$301K Buy
1,717
+5
+0.3% +$968 0.03% 147
2022
Q1 		$381K Sell
1,712
-94
-5% -$20.7K 0.03% 143
2021
Q4 		$460K Hold
1,806
– – 0.04% 114
2021
Q3 		$427K Buy
1,806
+279
+18% +$67.5K 0.04% 112
2021
Q2 		$361K Sell
1,527
-18
-1% -$4.04K 0.03% 119
2021
Q1 		$332K Sell
1,545
-201
-12% -$43.6K 0.03% 123
2020
Q4 		$370K Sell
1,746
-24
-1% -$4.73K 0.04% 105
2020
Q3 		$319K Sell
1,770
-282
-14% -$49.7K 0.04% 103
2020
Q2 		$339K Sell
2,052
-91
-4% -$13.8K 0.05% 93
2020
Q1 		$271K Buy
2,143
+234
+12% +$35.5K 0.06% 101
2019
Q4 		$303K Buy
+1,909
New +$291K 0.05% 106

Other funds holding VOT

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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Klingman & Associates's VOT Position: Q2 2026 in Review

Klingman & Associates reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.2% in Q2 2026, selling an estimated $4.33K and leaving 1,248 shares worth $382K. The position accounts for 0.02% of the portfolio, ranked #233.

Klingman & Associates first reported a position in VOT in Q4 2019 and has held it in 27 quarters since. The position peaked at $460K in Q4 2021. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Klingman & Associates held 1,248 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $382K as of Q2 2026.
  • Klingman & Associates sold 15 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $4.33K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Klingman & Associates's portfolio in Q2 2026, its #233 holding.
  • Klingman & Associates first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Klingman & Associates's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $460K in Q4 2021.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.