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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Strategic Financial Partners's VOT Position: Q1 2026 in Review

Strategic Financial Partners reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.1% in Q1 2026, selling an estimated $8.78K and leaving 2,851 shares worth $734K. The position accounts for 0.32% of the portfolio, ranked #43.

Strategic Financial Partners first reported a position in VOT in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.29M in Q4 2021. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Strategic Financial Partners held 2,851 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $734K as of Q1 2026.
  • Strategic Financial Partners sold 32 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $8.78K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.32% of Strategic Financial Partners's portfolio in Q1 2026, its #43 holding.
  • Strategic Financial Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Strategic Financial Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.29M in Q4 2021.
  • 1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.