LKWM
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Lee-Kelleher Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Lee-Kelleher Wealth 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
Q3 		$208K Sell
711
-84
-11% -$25.2K 0.11% 45
2026
Q2 		$244K Hold
795
– – 0.13% 39
2026
Q1 		$205K Hold
795
– – 0.12% 40
2025
Q4 		$222K Hold
795
– – 0.13% 38
2025
Q3 		$234K Hold
795
– – 0.14% 36
2025
Q2 		$226K Buy
+795
New +$205K 0.15% 36
2025
Q1 		– Sell
-850
Closed -$216K – 39
2024
Q4 		$216K Buy
+850
New +$219K 0.15% 39

Other funds holding VOT

EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Lee-Kelleher Wealth Management's VOT Position: Q3 2026 in Review

Lee-Kelleher Wealth Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 11% in Q3 2026, selling an estimated $25.2K and leaving 711 shares worth $208K. The position accounts for 0.11% of the portfolio, ranked #45.

Lee-Kelleher Wealth Management first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $244K in Q2 2026. 48 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Lee-Kelleher Wealth Management held 711 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $208K as of Q3 2026.
  • Lee-Kelleher Wealth Management sold 84 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $25.2K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.11% of Lee-Kelleher Wealth Management's portfolio in Q3 2026, its #45 holding.
  • Lee-Kelleher Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Lee-Kelleher Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $244K in Q2 2026.
  • 48 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.