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

PKS 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	$1.06M	Buy	4,100 +76	+2%	+$20.9K	0.25%	85
2025 Q4	$1.12M	Sell	4,024 -35	-0.9%	-$10K	0.26%	79
2025 Q3	$1.19M	Buy	4,059 +308	+8%	+$88.9K	0.25%	72
2025 Q2	$1.07M	Buy	3,751 +472	+14%	+$122K	0.26%	77
2025 Q1	$802K	Buy	3,279 +136	+4%	+$35.4K	0.22%	96
2024 Q4	$798K	Buy	+3,143	New	+$809K	0.2%	93

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

VIA

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

PKS Advisory Services's VOT Position: Q1 2026 in Review

PKS Advisory Services increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 1.9% in Q1 2026, buying an estimated $20.9K and bringing the position to 4,100 shares worth $1.06M. The position accounts for 0.25% of the portfolio, ranked #85.

PKS Advisory Services first reported a position in VOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.19M in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

PKS Advisory Services held 4,100 shares of Vanguard Mid-Cap Growth ETF worth $1.06M as of Q1 2026.
PKS Advisory Services bought 76 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $20.9K.
Vanguard Mid-Cap Growth ETF made up 0.25% of PKS Advisory Services's portfolio in Q1 2026, its #85 holding.
PKS Advisory Services first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
PKS Advisory Services's Vanguard Mid-Cap Growth ETF position peaked at $1.19M in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.