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

Strategic Wealth 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 Q2	$10.1K	Sell	33 -4	-11%	-$1.15K	﹤0.01%	923
2026 Q1	$9.52K	Hold	37	–	–	﹤0.01%	902
2025 Q4	$10.3K	Sell	37 -11	-23%	-$3.15K	﹤0.01%	886
2025 Q3	$14.1K	Hold	48	–	–	﹤0.01%	818
2025 Q2	$13.7K	Buy	+48	New	+$12.4K	﹤0.01%	734
2019 Q4	–	Sell	-75	Closed	-$10	–	501
2019 Q3	$10	Hold	75	–	–	﹤0.01%	522
2019 Q2	$11K	Hold	75	–	–	0.01%	481
2019 Q1	$11K	Hold	75	–	–	0.01%	484
2018 Q4	$10K	Hold	75	–	–	0.01%	478
2018 Q3	$11K	Hold	75	–	–	0.01%	438
2018 Q2	$10K	Hold	75	–	–	0.01%	554
2018 Q1	$10K	Hold	75	–	–	0.01%	538
2017 Q4	$10K	Buy	+75	New	+$9.41K	0.01%	542

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 Partners's VOT Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 11% in Q2 2026, selling an estimated $1.15K and leaving 33 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

Strategic Wealth Partners first reported a position in VOT in Q4 2017 and has held it in 13 quarters since. The position peaked at $14.1K in Q3 2025. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Strategic Wealth Partners held 33 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $10.1K as of Q2 2026.
Strategic Wealth Partners sold 4 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.15K.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #923 holding.
Strategic Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2017 and has held it in 13 quarters since.
Strategic Wealth Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $14.1K in Q3 2025.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.