SIS
VOT icon

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

Sound Income Strategies’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 		$14.4M Buy
47,004
+7,245
+18% +$2.09M 0.65% 58
2026
Q1 		$10.4M Buy
39,759
+7,386
+23% +$2.03M 0.5% 71
2025
Q4 		$9.24M Buy
32,373
+13,623
+73% +$3.9M 0.44% 71
2025
Q3 		$5.54M Buy
18,750
+8,211
+78% +$2.37M 0.3% 88
2025
Q2 		$3M Buy
10,539
+6,777
+180% +$1.75M 0.17% 108
2025
Q1 		$920K Buy
3,762
+3,596
+2,166% +$935K 0.05% 153
2024
Q4 		$42.2K Buy
166
+163
+5,433% +$42K ﹤0.01% 509
2024
Q3 		$730 Sell
3
-10
-77% -$2.33K ﹤0.01% 1280
2024
Q2 		$2.98K Sell
13
-34
-72% -$7.8K ﹤0.01% 1043
2024
Q1 		$11.1K Sell
47
-42
-47% -$9.41K ﹤0.01% 727
2023
Q4 		$19.6K Buy
89
+72
+424% +$14.4K ﹤0.01% 593
2023
Q3 		$3.31K Sell
17
-158
-90% -$32.3K ﹤0.01% 829
2023
Q2 		$36K Buy
+175
New +$33.9K ﹤0.01% 339

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Sound Income Strategies's VOT Position: Q2 2026 in Review

Sound Income Strategies increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 18% in Q2 2026, buying an estimated $2.09M and bringing the position to 47,004 shares worth $14.4M. The position accounts for 0.65% of the portfolio, ranked #58.

Sound Income Strategies first reported a position in VOT in Q2 2023 and has held it in 13 quarters since. 900 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Sound Income Strategies held 47,004 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $14.4M as of Q2 2026.
  • Sound Income Strategies bought 7,245 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.09M.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.65% of Sound Income Strategies's portfolio in Q2 2026, its #58 holding.
  • Sound Income Strategies first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 900 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.