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

Strategic Financial Services’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 		$786K Hold
2,566
– – 0.03% 87
2026
Q1 		$660K Sell
2,566
-16
-0.6% -$4.39K 0.03% 92
2025
Q4 		$707K Buy
2,582
+220
+9% +$63K 0.03% 85
2025
Q3 		$694K Hold
2,362
– – 0.03% 77
2025
Q2 		$672K Sell
2,362
-123
-5% -$31.7K 0.04% 79
2025
Q1 		$608K Buy
2,485
+123
+5% +$32K 0.04% 76
2024
Q4 		$599K Sell
2,362
-56
-2% -$14.4K 0.04% 78
2024
Q3 		$589K Buy
2,418
+137
+6% +$31.9K 0.03% 81
2024
Q2 		$524K Hold
2,281
– – 0.03% 83
2024
Q1 		$538K Buy
2,281
+20
+0.9% +$4.48K 0.03% 81
2023
Q4 		$496K Hold
2,261
– – 0.03% 88
2023
Q3 		$440K Hold
2,261
– – 0.03% 89
2023
Q2 		$462K Hold
2,261
– – 0.03% 91
2023
Q1 		$441K Hold
2,261
– – 0.03% 91
2022
Q4 		$406K Hold
2,261
– – 0.03% 92
2022
Q3 		$386K Hold
2,261
– – 0.03% 95
2022
Q2 		$397K Hold
2,261
– – 0.03% 100
2022
Q1 		$504K Hold
2,261
– – 0.04% 92
2021
Q4 		$576K Hold
2,261
– – 0.04% 94
2021
Q3 		$534K Hold
2,261
– – 0.04% 91
2021
Q2 		$534K Hold
2,261
– – 0.04% 91
2021
Q1 		$485K Hold
2,261
– – 0.04% 94
2020
Q4 		$479K Hold
2,261
– – 0.04% 96
2020
Q3 		$407K Hold
2,261
– – 0.04% 95
2020
Q2 		$373K Buy
+2,261
New +$342K 0.04% 99

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 Services's VOT Position: Q2 2026 in Review

Strategic Financial Services held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 2,566 shares worth $786K. The position accounts for 0.03% of the portfolio, ranked #87.

Strategic Financial Services first reported a position in VOT in Q2 2020 and has held it in 25 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Strategic Financial Services held 2,566 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $786K as of Q2 2026.
  • Strategic Financial Services left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of Strategic Financial Services's portfolio in Q2 2026, its #87 holding.
  • Strategic Financial Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Strategic Financial Services's 13F filing for Q2 2026, filed 24 Aug 2026.