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

Stratos 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 		$2.32M Sell
9,021
-346
-4% -$95K 0.03% 523
2025
Q4 		$2.61M Sell
9,367
-27
-0.3% -$7.73K 0.03% 484
2025
Q3 		$2.76M Buy
9,394
+299
+3% +$86.3K 0.03% 451
2025
Q2 		$2.59M Buy
9,095
+476
+6% +$123K 0.04% 429
2025
Q1 		$2.11M Buy
8,619
+13
+0.2% +$3.38K 0.03% 439
2024
Q4 		$2.18M Buy
8,606
+124
+1% +$31.9K 0.03% 450
2024
Q3 		$2.07M Sell
8,482
-1,466
-15% -$341K 0.03% 459
2024
Q2 		$2.28M Buy
9,948
+1,469
+17% +$337K 0.04% 417
2024
Q1 		$2M Buy
8,479
+576
+7% +$129K 0.03% 440
2023
Q4 		$1.74M Sell
7,903
-122
-2% -$24.4K 0.03% 448
2023
Q3 		$1.56M Buy
8,025
+367
+5% +$74.9K 0.03% 430
2023
Q2 		$1.58M Buy
7,658
+1,927
+34% +$373K 0.04% 400
2023
Q1 		$1.12M Sell
5,731
-2,214
-28% -$424K 0.03% 450
2022
Q4 		$1.43M Buy
7,945
+149
+2% +$27K 0.04% 418
2022
Q3 		$1.33M Sell
7,796
-649
-8% -$123K 0.04% 406
2022
Q2 		$1.48M Sell
8,445
-398
-5% -$77K 0.04% 388
2022
Q1 		$1.97M Buy
8,843
+1,727
+24% +$381K 0.04% 363
2021
Q4 		$1.81M Buy
7,116
+298
+4% +$75.1K 0.04% 378
2021
Q3 		$1.61M Sell
6,818
-15
-0.2% -$3.63K 0.04% 368
2021
Q2 		$1.61M Buy
6,833
+142
+2% +$31.8K 0.04% 402
2021
Q1 		$1.44M Buy
6,691
+381
+6% +$82.7K 0.04% 401
2020
Q4 		$1.34M Sell
6,310
-279
-4% -$54.9K 0.04% 378
2020
Q3 		$1.19M Buy
6,589
+4
+0.1% +$705 0.04% 362
2020
Q2 		$1.09M Buy
6,585
+138
+2% +$20.9K 0.04% 365
2020
Q1 		$817K Sell
6,447
-579
-8% -$87.9K 0.04% 378
2019
Q4 		$1.12M Sell
7,026
-24
-0.3% -$3.66K 0.04% 366
2019
Q3 		$1.04M Buy
7,050
+200
+3% +$30K 0.05% 359
2019
Q2 		$1.02M Buy
6,850
+2,610
+62% +$381K 0.04% 362
2019
Q1 		$605K Buy
4,240
+463
+12% +$62.3K 0.03% 498
2018
Q4 		$452K Buy
3,777
+433
+13% +$55.6K 0.02% 540
2018
Q3 		$477K Buy
3,344
+273
+9% +$38.2K 0.02% 556
2018
Q2 		$413K Sell
3,071
-293
-9% -$38.9K 0.02% 626
2018
Q1 		$436K Buy
3,364
+1,197
+55% +$157K 0.02% 591
2017
Q4 		$277K Sell
2,167
-31
-1% -$3.89K 0.01% 735
2017
Q3 		$268K Buy
+2,198
New +$262K 0.01% 739
2015
Q3 		– Sell
-2,347
Closed -$250K – 614
2015
Q2 		$250K Buy
+2,347
New +$254K 0.03% 412

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 $49B AUM 17.78% 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 $4.48B AUM 13.76% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Stratos Wealth Partners reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 3.7% in Q1 2026, selling an estimated $95K and leaving 9,021 shares worth $2.32M. The position accounts for 0.03% of the portfolio, ranked #523.

Stratos Wealth Partners first reported a position in VOT in Q2 2015 and has held it in 36 quarters since. The position peaked at $2.76M in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Stratos Wealth Partners held 9,021 shares of Vanguard Mid-Cap Growth ETF worth $2.32M as of Q1 2026.
  • Stratos Wealth Partners sold 346 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $95K.
  • Vanguard Mid-Cap Growth ETF made up 0.03% of Stratos Wealth Partners's portfolio in Q1 2026, its #523 holding.
  • Stratos Wealth Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2015 and has held it in 36 quarters since.
  • Stratos Wealth Partners's Vanguard Mid-Cap Growth ETF position peaked at $2.76M in Q3 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

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