Krilogy Financial
VOT icon

Krilogy Financial’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Krilogy Financial’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
Q3 		$3.66M Sell
12,266
-634
-5% -$190K 0.1% 164
2026
Q2 		$3.95M Sell
12,900
-257
-2% -$74.1K 0.12% 148
2026
Q1 		$3.66M Sell
13,157
-122
-0.9% -$33.5K 0.12% 148
2025
Q4 		$3.76M Sell
13,279
-1,224
-8% -$350K 0.13% 135
2025
Q3 		$4.17M Buy
+14,503
New +$4.18M 0.16% 106
2023
Q2 		– Sell
-6,057
Closed -$1.18M – 396
2023
Q1 		$1.18M Buy
6,057
+4,483
+285% +$858K 0.1% 167
2022
Q4 		$283K Buy
1,574
+164
+12% +$29.7K 0.03% 329
2022
Q3 		$240K Buy
1,410
+9
+0.6% +$1.7K 0.03% 277
2022
Q2 		$246K Buy
1,401
+36
+3% +$6.97K 0.03% 273
2022
Q1 		$304K Buy
1,365
+71
+5% +$15.7K 0.03% 249
2021
Q4 		$330K Sell
1,294
-137
-10% -$34.5K 0.03% 220
2021
Q3 		$338K Buy
1,431
+13
+0.9% +$3.15K 0.03% 215
2021
Q2 		$335K Buy
1,418
+15
+1% +$3.36K 0.03% 215
2021
Q1 		$301K Buy
1,403
+289
+26% +$62.7K 0.03% 215
2020
Q4 		$236K Buy
+1,114
New +$219K 0.03% 237
2018
Q4 		– Sell
-436
Closed -$62K – 667
2018
Q3 		$62K Buy
+436
New +$61.1K 0.01% 287
2018
Q2 		– Sell
-1,097
Closed -$142K – 619
2018
Q1 		$142K Buy
1,097
+26
+2% +$3.42K 0.03% 187
2017
Q4 		$137K Sell
1,071
-1,026
-49% -$129K 0.03% 184
2017
Q3 		$255K Buy
2,097
+994
+90% +$118K 0.07% 142
2017
Q2 		$130K Buy
1,103
+60
+6% +$6.97K 0.04% 182
2017
Q1 		$110K Hold
1,043
– – 0.03% 194
2016
Q4 		$110K Buy
1,043
+1
+0.1% +$105 0.03% 194
2016
Q3 		$111K Buy
1,042
+445
+75% +$47.1K 0.04% 196
2016
Q2 		$61K Buy
597
+30
+5% +$3.03K 0.02% 278
2016
Q1 		$57K Hold
567
– – 0.02% 251
2015
Q4 		$57K Buy
567
+17
+3% +$1.72K 0.05% 122
2015
Q3 		$53K Buy
+550
New +$57.4K 0.03% 196

Other funds holding VOT

AssetMark Inc
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Busey Bank
Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Krilogy Financial's VOT Position: Q3 2026 in Review

Krilogy Financial reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4.9% in Q3 2026, selling an estimated $190K and leaving 12,266 shares worth $3.66M. The position accounts for 0.1% of the portfolio, ranked #164.

Krilogy Financial first reported a position in VOT in Q3 2015 and has held it in 27 quarters since. The position peaked at $4.17M in Q3 2025. 701 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Krilogy Financial held 12,266 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.66M as of Q3 2026.
  • Krilogy Financial sold 634 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $190K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.1% of Krilogy Financial's portfolio in Q3 2026, its #164 holding.
  • Krilogy Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2015 and has held it in 27 quarters since.
  • Krilogy Financial's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $4.17M in Q3 2025.
  • 701 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.