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Strategic Investment Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Strategic Investment Advisors’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 		$18.6M Buy
60,758
+1,141
+2% +$329K 1.13% 23
2026
Q1 		$15.4M Buy
59,617
+12,069
+25% +$3.31M 1.06% 23
2025
Q4 		$13.3M Buy
47,548
+2,278
+5% +$652K 1.15% 23
2025
Q3 		$13.4M Sell
45,270
-6,021
-12% -$1.74M 1.2% 22
2025
Q2 		$14.6M Buy
51,291
+4,353
+9% +$1.12M 1.42% 20
2025
Q1 		$11.5M Buy
46,938
+4,320
+10% +$1.12M 1.22% 26
2024
Q4 		$10.8M Buy
42,618
+2,937
+7% +$756K 1.15% 28
2024
Q3 		$9.66M Buy
39,681
+1,901
+5% +$443K 1.06% 28
2024
Q2 		$8.67M Buy
37,780
+1,376
+4% +$316K 1.06% 26
2024
Q1 		$8.58M Sell
36,404
-58
-0.2% -$13K 1.1% 25
2023
Q4 		$8.01M Buy
36,462
+592
+2% +$118K 1.16% 25
2023
Q3 		$6.99M Sell
35,870
-36,178
-50% -$7.39M 1.15% 21
2023
Q2 		$14.8M Buy
72,048
+37,038
+106% +$7.18M 2.06% 12
2023
Q1 		$6.82M Buy
35,010
+3,137
+10% +$601K 1.23% 19
2022
Q4 		$5.73M Buy
31,873
+5,715
+22% +$1.04M 1.19% 21
2022
Q3 		$4.46M Buy
26,158
+5,683
+28% +$1.08M 1.01% 23
2022
Q2 		$3.59M Buy
20,475
+1,003
+5% +$194K 0.72% 26
2022
Q1 		$4.34M Buy
19,472
+512
+3% +$113K 0.82% 26
2021
Q4 		$4.83M Buy
18,960
+56
+0.3% +$14.1K 0.93% 25
2021
Q3 		$4.47M Buy
18,904
+432
+2% +$105K 0.98% 26
2021
Q2 		$4.37M Buy
18,472
+476
+3% +$107K 1% 26
2021
Q1 		$3.86M Buy
17,996
+306
+2% +$66.4K 1% 29
2020
Q4 		$3.75M Buy
17,690
+12,692
+254% +$2.5M 1.08% 26
2020
Q3 		$901K Buy
4,998
+587
+13% +$104K 0.3% 65
2020
Q2 		$728K Buy
4,411
+27
+0.6% +$4.08K 0.27% 70
2020
Q1 		$555K Buy
4,384
+821
+23% +$125K 0.25% 73
2019
Q4 		$566K Buy
3,563
+1,169
+49% +$178K 0.23% 73
2019
Q3 		$355K Buy
2,394
+584
+32% +$87.5K 0.17% 91
2019
Q2 		$274K Buy
+1,810
New +$264K 0.15% 107

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 Investment Advisors's VOT Position: Q2 2026 in Review

Strategic Investment Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.9% in Q2 2026, buying an estimated $329K and bringing the position to 60,758 shares worth $18.6M. The position accounts for 1.13% of the portfolio, ranked #23.

Strategic Investment Advisors first reported a position in VOT in Q2 2019 and has held it in 29 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Strategic Investment Advisors held 60,758 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $18.6M as of Q2 2026.
  • Strategic Investment Advisors bought 1,141 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $329K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 1.13% of Strategic Investment Advisors's portfolio in Q2 2026, its #23 holding.
  • Strategic Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2019 and has held it in 29 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.