Hapanowicz & Associates Financial Services’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Hapanowicz & Associates Financial Services’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	$9.37M	Buy	30,605 +94	+0.3%	+$27.1K	2.92%	7
2026 Q1	$7.85M	Buy	30,511 +1,043	+4%	+$286K	3.12%	6
2025 Q4	$8.23M	Buy	29,468 +417	+1%	+$119K	3.22%	6
2025 Q3	$8.54M	Buy	29,051 +742	+3%	+$214K	3.94%	5
2025 Q2	$8.05M	Buy	28,309 +326	+1%	+$84.1K	4.07%	5
2025 Q1	$6.85M	Buy	27,983 +765	+3%	+$199K	3.81%	5
2024 Q4	$6.91M	Buy	27,218 +842	+3%	+$217K	3.47%	6
2024 Q3	$6.42M	Sell	26,376 -15,077	-36%	-$3.51M	3.23%	7
2024 Q2	$9.52M	Buy	41,453 +2,069	+5%	+$474K	5.43%	6
2024 Q1	$9.29M	Buy	39,384 +1,844	+5%	+$413K	5.3%	7
2023 Q4	$8.24M	Buy	37,540 +730	+2%	+$146K	5.08%	7
2023 Q3	$7.17M	Buy	36,810 +1,964	+6%	+$401K	5.09%	7
2023 Q2	$7.17M	Buy	34,846 +515	+2%	+$99.8K	4.8%	7
2023 Q1	$6.69M	Buy	34,331 +1,708	+5%	+$327K	4.62%	7
2022 Q4	$5.86M	Buy	32,623 +1,601	+5%	+$290K	4.26%	7
2022 Q3	$5.29M	Buy	31,022 +5,734	+23%	+$1.09M	4.89%	5
2022 Q2	$4.43M	Buy	25,288 +4,734	+23%	+$916K	3.46%	7
2022 Q1	$4.58M	Buy	20,554 +7,451	+57%	+$1.64M	2.1%	8
2021 Q4	$3.33M	Buy	13,103 +4,468	+52%	+$1.13M	1.48%	9
2021 Q3	$2.04M	Buy	8,635 +7,121	+470%	+$1.72M	0.88%	12
2021 Q2	$358K	Buy	+1,514	New	+$340K	0.16%	21

Other funds holding VOT

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Hapanowicz & Associates Financial Services's VOT Position: Q2 2026 in Review

Hapanowicz & Associates Financial Services increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.31% in Q2 2026, buying an estimated $27.1K and bringing the position to 30,605 shares worth $9.37M. The position accounts for 2.92% of the portfolio, ranked #7.

Hapanowicz & Associates Financial Services first reported a position in VOT in Q2 2021 and has held it in 21 quarters since. The position peaked at $9.52M in Q2 2024. 499 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Hapanowicz & Associates Financial Services held 30,605 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $9.37M as of Q2 2026.
Hapanowicz & Associates Financial Services bought 94 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $27.1K.
Vanguard Morningstar Mid-Cap Growth ETF made up 2.92% of Hapanowicz & Associates Financial Services's portfolio in Q2 2026, its #7 holding.
Hapanowicz & Associates Financial Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2021 and has held it in 21 quarters since.
Hapanowicz & Associates Financial Services's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $9.52M in Q2 2024.
499 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.