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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

PKS Advisory Services's VOT Position: Q2 2026 in Review

PKS Advisory Services increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4.4% in Q2 2026, buying an estimated $51.6K and bringing the position to 4,279 shares worth $1.31M. The position accounts for 0.21% of the portfolio, ranked #101.

PKS Advisory Services first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • PKS Advisory Services held 4,279 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.31M as of Q2 2026.
  • PKS Advisory Services bought 179 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $51.6K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.21% of PKS Advisory Services's portfolio in Q2 2026, its #101 holding.
  • PKS Advisory Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.