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

Strategic Wealth Investment Group’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	$1.68M	Buy	+5,499	New	+$1.59M	0.2%	59
2025 Q4	–	Sell	-1,580	Closed	-$464K	–	128
2025 Q3	$464K	Buy	1,580 +1,302	+468%	+$376K	0.04%	86
2025 Q2	$79.1K	Buy	+278	New	+$71.7K	0.11%	62
2025 Q1	–	Sell	-1,195	Closed	-$303K	–	122
2024 Q4	$303K	Buy	1,195 +9	+0.8%	+$2.32K	0.03%	112
2024 Q3	$286K	Sell	1,186 -30	-2%	-$6.99K	0.03%	113
2024 Q2	$278K	Buy	+1,216	New	+$279K	0.04%	111

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 Wealth Investment Group's VOT Position: Q2 2026 in Review

Strategic Wealth Investment Group opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 5,499 shares worth $1.68M. The stake represents 0.2% of the portfolio and ranks #59 among its holdings. This is a return to the name: Strategic Wealth Investment Group previously reported a position in VOT as recently as Q3 2025.

Strategic Wealth Investment Group first reported a position in VOT in Q2 2024 and has held it in 6 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Strategic Wealth Investment Group held 5,499 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.68M as of Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF was a new Strategic Wealth Investment Group position in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.2% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #59 holding.
Strategic Wealth Investment Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2024 and has held it in 6 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.