Strategic Financial Concepts’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Strategic Financial Concepts’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
2025 Q3	–	Sell	-3,636	Closed	-$1.03M	–	321
2025 Q2	$1.03M	Sell	3,636 -3,703	-50%	-$955K	0.15%	82
2025 Q1	$1.8M	Buy	7,339 +5	+0.1%	+$1.3K	0.34%	65
2024 Q4	$1.86M	Buy	7,334 +320	+5%	+$82.4K	0.36%	67
2024 Q3	$1.71M	Sell	7,014 -1,589,959	-100%	-$370M	0.54%	39
2024 Q2	$11.1K	Buy	1,596,973 +1,593,703	+48,737%	+$365M	0.01%	400
2024 Q1	$771K	Buy	+3,270	New	+$733K	0.19%	124
2023 Q4	–	Sell	-3,372	Closed	-$657K	–	267
2023 Q3	$657K	Buy	3,372 +1,266	+60%	+$258K	0.22%	112
2023 Q2	$433K	Buy	2,106 +6	+0.3%	+$1.16K	0.16%	137
2023 Q1	$409K	Buy	+2,100	New	+$402K	0.17%	130

Other funds holding VOT

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return