KPP Advisory Services’s Vanguard Morningstar 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 Q2	$2.61M	Hold	8,521	–	–	0.33%	73
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 $1.89T 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

KPP Advisory Services's VOT Position: Q2 2026 in Review

KPP Advisory Services held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 8,521 shares worth $2.61M. The position accounts for 0.33% of the portfolio, ranked #73.

KPP Advisory Services first reported a position in VOT in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.02M in Q3 2025. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

KPP Advisory Services held 8,521 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.61M as of Q2 2026.
KPP Advisory Services left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.33% of KPP Advisory Services's portfolio in Q2 2026, its #73 holding.
KPP Advisory Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2023 and has held it in 11 quarters since.
KPP Advisory Services's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $3.02M in Q3 2025.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.