First Heartland Consultants’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

First Heartland Consultants’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
2024 Q4	–	Sell	-1,129	Closed	-$275K	–	509
2024 Q3	$275K	Buy	1,129 +255	+29%	+$59.4K	0.03%	359
2024 Q2	$201K	Buy	+874	New	+$200K	0.01%	431
2015 Q2	–	Sell	-14,864	Closed	-$1.61M	–	273
2015 Q1	$1.61M	Buy	+14,864	New	+$1.55M	0.61%	37
2013 Q3	–	Sell	-77	Closed	-$6K	–	371
2013 Q2	$6K	Buy	+77	New	+$6K	﹤0.01%	365

Other funds holding VOT

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

First Heartland Consultants's VOT Position: Q4 2024 in Review

First Heartland Consultants sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2024, closing a stake of 1,129 shares — an estimated $275K sold.

First Heartland Consultants first reported a position in VOT in Q2 2013 and held it in 4 quarters. The position peaked at $1.61M in Q1 2015. 979 funds tracked by Wall St. Rank hold VOT as of Q4 2024.

First Heartland Consultants reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
First Heartland Consultants sold 1,129 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2024, an estimated $275K.
First Heartland Consultants first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2013 and held it in 4 quarters.
First Heartland Consultants's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.61M in Q1 2015.
979 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2024.

Based on First Heartland Consultants's 13F filing for Q4 2024, filed 18 Feb 2025.