Strategic Financial Concepts’s Vanguard Morningstar 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	Buy	7,014 +6,966	+14,513%	+$1.62M	0.54%	39
2024 Q2	$11.1K	Sell	48 -3,222	-99%	-$739K	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 $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Strategic Financial Concepts's VOT Position: Q3 2025 in Review

Strategic Financial Concepts sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2025, closing a stake of 3,636 shares — an estimated $1.03M sold.

Strategic Financial Concepts first reported a position in VOT in Q1 2023 and held it in 9 quarters. The position peaked at $1.86M in Q4 2024. 1,021 funds tracked by Wall St. Rank hold VOT as of Q3 2025.

Strategic Financial Concepts reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Strategic Financial Concepts sold 3,636 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2025, an estimated $1.03M.
Strategic Financial Concepts first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2023 and held it in 9 quarters.
Strategic Financial Concepts's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.86M in Q4 2024.
1,021 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2025.

Based on Strategic Financial Concepts's 13F filing for Q3 2025, filed 13 Nov 2025.