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Sound Financial Strategies Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Sound Financial Strategies Group’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 		– Sell
-7
Closed -$1.95K – 122
2025
Q4 		$1.95K Buy
7
+2
+40% +$572 ﹤0.01% 108
2025
Q3 		$1.47K Sell
5
-955
-99% -$276K ﹤0.01% 108
2025
Q2 		$273K Buy
+960
New +$248K 0.23% 87

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Sound Financial Strategies Group's VOT Position: Q1 2026 in Review

Sound Financial Strategies Group sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2026, closing a stake of 7 shares — an estimated $1.95K sold.

Sound Financial Strategies Group first reported a position in VOT in Q2 2025 and held it in 3 quarters. The position peaked at $273K in Q2 2025. 1,058 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Sound Financial Strategies Group reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Sound Financial Strategies Group sold 7 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $1.95K.
  • Sound Financial Strategies Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and held it in 3 quarters.
  • Sound Financial Strategies Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $273K in Q2 2025.
  • 1,058 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.