KPP Advisory Services’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

KPP Advisory Services’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	$2.19M	Sell	8,521 -1,856	-18%	-$509K	0.32%	75
2025 Q4	$2.9M	Buy	10,377 +88	+0.9%	+$25.2K	0.42%	56
2025 Q3	$3.02M	Buy	10,289 +48	+0.5%	+$13.8K	0.45%	55
2025 Q2	$2.91M	Hold	10,241	–	–	0.48%	52
2025 Q1	$2.51M	Buy	10,241 +129	+1%	+$33.5K	0.48%	55
2024 Q4	$2.57M	Sell	10,112 -79	-0.8%	-$20.3K	0.61%	43
2024 Q3	$2.48M	Buy	10,191 +16	+0.2%	+$3.73K	0.6%	47
2024 Q2	$2.34M	Buy	10,175 +118	+1%	+$27.1K	0.62%	45
2024 Q1	$2.37M	Buy	+10,057	New	+$2.25M	0.65%	40
2023 Q4	–	Sell	-9,842	Closed	-$1.92M	–	218
2023 Q3	$1.92M	Buy	+9,842	New	+$2.01M	0.63%	37

Other funds holding VOT

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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

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

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