Strategic Wealth Partners’s Vanguard 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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Strategic Wealth Partners's VOT Position: Q1 2026 in Review

Strategic Wealth Partners held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 37 shares worth $9.52K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Strategic Wealth Partners first reported a position in VOT in Q4 2017 and has held it in 12 quarters since. The position peaked at $14.1K in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Strategic Wealth Partners held 37 shares of Vanguard Mid-Cap Growth ETF worth $9.52K as of Q1 2026.
Strategic Wealth Partners left its Vanguard Mid-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap Growth ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #902 holding.
Strategic Wealth Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2017 and has held it in 12 quarters since.
Strategic Wealth Partners's Vanguard Mid-Cap Growth ETF position peaked at $14.1K in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.