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

Strategic Financial Partners’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 		$922K Buy
3,011
+160
+6% +$46.2K 0.35% 46
2026
Q1 		$734K Sell
2,851
-32
-1% -$8.78K 0.32% 43
2025
Q4 		$805K Sell
2,883
-40
-1% -$11.4K 0.35% 40
2025
Q3 		$859K Sell
2,923
-87
-3% -$25.1K 0.39% 37
2025
Q2 		$856K Sell
3,010
-78
-3% -$20.1K 0.4% 38
2025
Q1 		$756K Sell
3,088
-34
-1% -$8.84K 0.4% 38
2024
Q4 		$792K Sell
3,122
-266
-8% -$68.5K 0.4% 36
2024
Q3 		$825K Buy
3,388
+108
+3% +$25.2K 0.42% 36
2024
Q2 		$753K Sell
3,280
-190
-5% -$43.6K 0.41% 36
2024
Q1 		$818K Buy
3,470
+59
+2% +$13.2K 0.45% 35
2023
Q4 		$749K Hold
3,411
– – 0.44% 31
2023
Q3 		$664K Sell
3,411
-11
-0.3% -$2.25K 0.4% 35
2023
Q2 		$704K Sell
3,422
-233
-6% -$45.2K 0.4% 36
2023
Q1 		$712K Sell
3,655
-430
-11% -$82.3K 0.44% 36
2022
Q4 		$734K Sell
4,085
-74
-2% -$13.4K 0.45% 32
2022
Q3 		$709K Sell
4,159
-395
-9% -$74.8K 0.45% 28
2022
Q2 		$799K Sell
4,554
-142
-3% -$27.5K 0.47% 28
2022
Q1 		$1.05M Sell
4,696
-369
-7% -$81.4K 0.53% 21
2021
Q4 		$1.29M Buy
5,065
+31
+0.6% +$7.81K 0.63% 21
2021
Q3 		$1.19M Buy
5,034
+273
+6% +$66.1K 0.64% 21
2021
Q2 		$1.13M Buy
4,761
+100
+2% +$22.4K 0.62% 21
2021
Q1 		$1M Sell
4,661
-93
-2% -$20.2K 0.59% 23
2020
Q4 		$1.01M Sell
4,754
-64
-1% -$12.6K 0.66% 23
2020
Q3 		$868K Sell
4,818
-691
-13% -$122K 0.68% 23
2020
Q2 		$910K Sell
5,509
-1,157
-17% -$175K 0.75% 21
2020
Q1 		$845K Sell
6,666
-241
-3% -$36.6K 0.9% 20
2019
Q4 		$1.1M Buy
+6,907
New +$1.05M 0.9% 21

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Strategic Financial Partners's VOT Position: Q2 2026 in Review

Strategic Financial Partners increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 5.6% in Q2 2026, buying an estimated $46.2K and bringing the position to 3,011 shares worth $922K. The position accounts for 0.35% of the portfolio, ranked #46.

Strategic Financial Partners first reported a position in VOT in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.29M in Q4 2021. 1,101 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Strategic Financial Partners held 3,011 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $922K as of Q2 2026.
  • Strategic Financial Partners bought 160 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $46.2K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.35% of Strategic Financial Partners's portfolio in Q2 2026, its #46 holding.
  • Strategic Financial Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Strategic Financial Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.29M in Q4 2021.
  • 1,101 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.