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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Lee-Kelleher Wealth Management's VOT Position: Q2 2026 in Review

Lee-Kelleher Wealth Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 795 shares worth $244K. The position accounts for 0.13% of the portfolio, ranked #39.

Lee-Kelleher Wealth Management first reported a position in VOT in Q4 2024 and has held it in 6 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Lee-Kelleher Wealth Management held 795 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $244K as of Q2 2026.
  • Lee-Kelleher Wealth Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.13% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Lee-Kelleher Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.