PKS Advisory Services’s Vanguard Morningstar 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 Q3	$1.31M	Hold	4,279	–	–	0.21%	100
2026 Q2	$1.31M	Buy	4,279 +179	+4%	+$51.6K	0.21%	101
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

PKS Advisory Services's VOT Position: Q3 2026 in Review

PKS Advisory Services held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 4,279 shares worth $1.31M. The position accounts for 0.21% of the portfolio, ranked #100.

PKS Advisory Services first reported a position in VOT in Q4 2024 and has held it in 8 quarters since. 451 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

PKS Advisory Services held 4,279 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.31M as of Q3 2026.
PKS Advisory Services left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.21% of PKS Advisory Services's portfolio in Q3 2026, its #100 holding.
PKS Advisory Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
451 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on PKS Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.