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

Strategic Investment Solutions’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	$86.7K	Hold	283	–	–	0.02%	220
2026 Q1	$72.7K	Buy	283 +1	+0.4%	+$274	0.02%	230
2025 Q4	$79K	Sell	282 -285	-50%	-$81.6K	0.02%	208
2025 Q3	$167K	Sell	567 -100	-15%	-$28.9K	0.04%	151
2025 Q2	$190K	Sell	667 -1,723	-72%	-$444K	0.06%	124
2025 Q1	$585K	Buy	2,390 +242	+11%	+$62.9K	0.17%	65
2024 Q4	$526K	Sell	2,148 -66	-3%	-$17K	0.18%	66
2024 Q3	$539K	Sell	2,214 -83	-4%	-$19.3K	0.16%	68
2024 Q2	$537K	Buy	+2,297	New	+$527K	0.17%	64
2023 Q4	$307K	Sell	1,398 -97,327	-99%	-$19.5M	0.05%	151
2023 Q3	$20.3M	Buy	98,725 +96,491	+4,319%	+$19.7M	0.25%	65
2023 Q2	$431K	Sell	2,234 -8,693	-80%	-$1.68M	0.09%	82
2023 Q1	$2.13M	Sell	10,927 -2,712	-20%	-$519K	0.42%	45
2022 Q4	$2.78M	Buy	+13,639	New	+$2.47M	1.37%	20

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

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

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

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

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Strategic Investment Solutions's VOT Position: Q2 2026 in Review

Strategic Investment Solutions held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 283 shares worth $86.7K. The position accounts for 0.02% of the portfolio, ranked #220.

Strategic Investment Solutions first reported a position in VOT in Q4 2022 and has held it in 14 quarters since. The position peaked at $20.3M in Q3 2023. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Strategic Investment Solutions held 283 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $86.7K as of Q2 2026.
Strategic Investment Solutions left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Strategic Investment Solutions's portfolio in Q2 2026, its #220 holding.
Strategic Investment Solutions first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
Strategic Investment Solutions's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $20.3M in Q3 2023.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.