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Stratos Wealth Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Stratos Wealth Advisors’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 		$1.9M Sell
7,372
-3,915
-35% -$1.07M 0.12% 181
2025
Q4 		$3.15M Buy
11,287
+38
+0.3% +$10.9K 0.15% 148
2025
Q3 		$3.3M Buy
11,249
+973
+9% +$281K 0.16% 138
2025
Q2 		$2.92M Buy
10,276
+967
+10% +$249K 0.15% 141
2025
Q1 		$2.28M Buy
9,309
+1,307
+16% +$340K 0.12% 156
2024
Q4 		$2.03M Buy
8,002
+132
+2% +$34K 0.1% 213
2024
Q3 		$1.92M Buy
7,870
+687
+10% +$160K 0.09% 247
2024
Q2 		$1.65M Buy
7,183
+284
+4% +$65.1K 0.08% 236
2024
Q1 		$1.63M Buy
6,899
+283
+4% +$63.4K 0.1% 232
2023
Q4 		$1.45M Buy
6,616
+681
+11% +$136K 0.08% 261
2023
Q3 		$1.16M Buy
5,935
+250
+4% +$51K 0.08% 271
2023
Q2 		$1.17M Buy
5,685
+699
+14% +$135K 0.08% 266
2023
Q1 		$972K Buy
4,986
+3,027
+155% +$580K 0.07% 294
2022
Q4 		$352K Sell
1,959
-1
-0.1% -$181 0.03% 446
2022
Q3 		$334K Sell
1,960
-2,343
-54% -$443K 0.04% 410
2022
Q2 		$755K Buy
4,303
+2,897
+206% +$561K 0.07% 299
2022
Q1 		$313K Sell
1,406
-10,886
-89% -$2.4M 0.03% 445
2021
Q4 		$3.13M Buy
12,292
+2,049
+20% +$516K 0.23% 132
2021
Q3 		$2.42M Buy
10,243
+447
+5% +$108K 0.21% 135
2021
Q2 		$2.32M Buy
9,796
+3,456
+55% +$775K 0.2% 132
2021
Q1 		$1.36M Buy
6,340
+1,676
+36% +$364K 0.14% 178
2020
Q4 		$989K Buy
4,664
+2,218
+91% +$437K 0.14% 163
2020
Q3 		$441K Buy
2,446
+817
+50% +$144K 0.11% 199
2020
Q2 		$269K Buy
+1,629
New +$246K 0.08% 225

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Stratos Wealth Advisors's VOT Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 35% in Q1 2026, selling an estimated $1.07M and leaving 7,372 shares worth $1.9M. The position accounts for 0.12% of the portfolio, ranked #181.

Stratos Wealth Advisors first reported a position in VOT in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.3M in Q3 2025. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Stratos Wealth Advisors held 7,372 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.9M as of Q1 2026.
  • Stratos Wealth Advisors sold 3,915 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $1.07M.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.12% of Stratos Wealth Advisors's portfolio in Q1 2026, its #181 holding.
  • Stratos Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • Stratos Wealth Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $3.3M in Q3 2025.
  • 1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.