KMG Fiduciary Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

KMG Fiduciary Partners’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
2025 Q4	–	Sell	-3,651	Closed	-$1.07M	–	298
2025 Q3	$1.07M	Hold	3,651	–	–	0.07%	181
2025 Q2	$1.04M	Hold	3,651	–	–	0.08%	178
2025 Q1	$893K	Hold	3,651	–	–	0.07%	188
2024 Q4	$926K	Hold	3,651	–	–	0.08%	181
2024 Q3	$889K	Hold	3,651	–	–	0.08%	181
2024 Q2	$838K	Hold	3,651	–	–	0.08%	157
2024 Q1	$861K	Hold	3,651	–	–	0.09%	152
2023 Q4	$802K	Hold	3,651	–	–	0.09%	155
2023 Q3	$711K	Sell	3,651 -61	-2%	-$12.5K	0.09%	153
2023 Q2	$764K	Buy	3,712 +657	+22%	+$127K	0.1%	151
2023 Q1	$595K	Buy	+3,055	New	+$585K	0.09%	165

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VIA

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

KMG Fiduciary Partners's VOT Position: Q4 2025 in Review

KMG Fiduciary Partners sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2025, closing a stake of 3,651 shares — an estimated $1.07M sold.

KMG Fiduciary Partners first reported a position in VOT in Q1 2023 and held it in 11 quarters. The position peaked at $1.07M in Q3 2025. 1,075 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

KMG Fiduciary Partners reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
KMG Fiduciary Partners sold 3,651 Vanguard Mid-Cap Growth ETF shares in Q4 2025, an estimated $1.07M.
KMG Fiduciary Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2023 and held it in 11 quarters.
KMG Fiduciary Partners's Vanguard Mid-Cap Growth ETF position peaked at $1.07M in Q3 2025.
1,075 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2025.

Based on KMG Fiduciary Partners's 13F filing for Q4 2025, filed 14 Jan 2026.