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Stratos Investment Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Stratos Investment Management’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 		$604K Sell
1,970
-17
-0.9% -$4.9K 0.02% 242
2026
Q1 		$512K Buy
1,987
+19
+1% +$5.21K 0.02% 249
2025
Q4 		$549K Sell
1,968
-3
-0.2% -$859 0.02% 231
2025
Q3 		$579K Buy
1,971
+7
+0.4% +$2.02K 0.02% 229
2025
Q2 		$559K Buy
1,964
+807
+70% +$208K 0.03% 238
2025
Q1 		$283K Hold
1,157
– – 0.02% 262
2024
Q4 		$294K Hold
1,157
– – 0.02% 212
2024
Q3 		$282K Buy
1,157
+2
+0.2% +$466 0.02% 211
2024
Q2 		$265K Hold
1,155
– – 0.02% 194
2024
Q1 		$273K Buy
1,155
+2
+0.2% +$448 0.03% 169
2023
Q4 		$253K Buy
1,153
+3
+0.3% +$600 0.03% 165
2023
Q3 		$224K Buy
1,150
+1
+0.1% +$204 0.03% 153
2023
Q2 		$236K Buy
1,149
+2
+0.2% +$388 0.04% 156
2023
Q1 		$224K Buy
1,147
+3
+0.3% +$574 0.04% 161
2022
Q4 		$206K Buy
+1,144
New +$207K 0.04% 153
2022
Q3 		– Sell
-1,139
Closed -$200K – 159
2022
Q2 		$200K Buy
1,139
+2
+0.2% +$387 0.04% 148
2022
Q1 		$254K Buy
1,137
+1
+0.1% +$221 0.04% 148
2021
Q4 		$289K Sell
1,136
-511
-31% -$129K 0.05% 160
2021
Q3 		$389K Buy
+1,647
New +$399K 0.07% 167

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

Stratos Investment Management's VOT Position: Q2 2026 in Review

Stratos Investment Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.86% in Q2 2026, selling an estimated $4.9K and leaving 1,970 shares worth $604K. The position accounts for 0.02% of the portfolio, ranked #242.

Stratos Investment Management first reported a position in VOT in Q3 2021 and has held it in 19 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Stratos Investment Management held 1,970 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $604K as of Q2 2026.
  • Stratos Investment Management sold 17 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $4.9K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Stratos Investment Management's portfolio in Q2 2026, its #242 holding.
  • Stratos Investment Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2021 and has held it in 19 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.