Koshinski Asset Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Koshinski Asset Management’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	$1.15M	Sell	3,768 -6	-0.2%	-$1.73K	0.06%	268
2026 Q1	$971K	Hold	3,774	–	–	0.06%	287
2025 Q4	$1.05M	Hold	3,774	–	–	0.07%	264
2025 Q3	$1.11M	Hold	3,774	–	–	0.07%	250
2025 Q2	$1.07M	Sell	3,774 -2,045	-35%	-$527K	0.08%	247
2025 Q1	$1.42M	Buy	5,819 +2,085	+56%	+$542K	0.12%	178
2024 Q4	$948M	Hold	3,734	–	–	0.08%	251
2024 Q3	$909K	Hold	3,734	–	–	0.08%	257
2024 Q2	$859K	Sell	3,734 -832	-18%	-$191K	0.08%	243
2024 Q1	$1.08M	Sell	4,566 -2,366	-34%	-$530K	0.11%	193
2023 Q4	$1.52M	Buy	6,932 +3,202	+86%	+$640K	0.23%	118
2023 Q3	$726K	Sell	3,730 -31	-0.8%	-$6.33K	0.08%	245
2023 Q2	$774K	Sell	3,761 -2,991	-44%	-$580K	0.08%	249
2023 Q1	$1.32M	Sell	6,752 -48	-0.7%	-$9.19K	0.13%	158
2022 Q4	$1.22M	Sell	6,800 -141	-2%	-$25.5K	0.12%	194
2022 Q3	$1.18M	Sell	6,941 -104	-1%	-$19.7K	0.14%	173
2022 Q2	$1.24M	Buy	7,045 +997	+16%	+$193K	0.12%	189
2022 Q1	$1.35M	Sell	6,048 -332	-5%	-$73.3K	0.11%	193
2021 Q4	$1.62M	Buy	6,380 +877	+16%	+$221K	0.13%	172
2021 Q3	$1.3M	Buy	5,503 +2,583	+88%	+$625K	0.11%	202
2021 Q2	$690K	Sell	2,920 -2,071	-41%	-$464K	0.09%	264
2021 Q1	$1.07M	Buy	4,991 +409	+9%	+$88.7K	0.11%	211
2020 Q4	$972K	Buy	4,582 +1,339	+41%	+$264K	0.12%	194
2020 Q3	$620	Sell	3,243 -482	-13%	-$85K	0.08%	245
2020 Q2	$615K	Sell	3,725 -497	-12%	-$75.2K	0.1%	241
2020 Q1	$535K	Sell	4,222 -302	-7%	-$45.9K	0.11%	229
2019 Q4	$715K	Buy	+4,524	New	+$690K	0.12%	238
2019 Q2	–	Sell	-4,342	Closed	-$620	–	384
2019 Q1	$620	Buy	+4,342	New	+$584K	0.17%	169
2018 Q4	–	Sell	-2,115	Closed	-$301K	–	525
2018 Q3	$301K	Buy	+2,115	New	+$296K	0.04%	418

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

Koshinski Asset Management's VOT Position: Q2 2026 in Review

Koshinski Asset Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.16% in Q2 2026, selling an estimated $1.73K and leaving 3,768 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #268.

Koshinski Asset Management first reported a position in VOT in Q3 2018 and has held it in 29 quarters since. The position peaked at $948M in Q4 2024. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Koshinski Asset Management held 3,768 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.15M as of Q2 2026.
Koshinski Asset Management sold 6 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.73K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.06% of Koshinski Asset Management's portfolio in Q2 2026, its #268 holding.
Koshinski Asset Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2018 and has held it in 29 quarters since.
Koshinski Asset Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $948M in Q4 2024.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.