Hazlett, Burt & Watson’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Hazlett, Burt & Watson’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 Q3	$70K	Hold	240	–	–	0.02%	404
2026 Q2	$74K	Hold	240	–	–	0.02%	394
2026 Q1	$62K	Hold	240	–	–	0.02%	416
2025 Q4	$67K	Buy	240 +61	+34%	+$17.5K	0.02%	398
2025 Q3	$53K	Hold	179	–	–	0.02%	413
2025 Q2	$51K	Buy	179 +76	+74%	+$19.6K	0.02%	378
2025 Q1	$26K	Hold	103	–	–	0.01%	459
2024 Q4	$26K	Hold	103	–	–	0.01%	436
2024 Q3	$25K	Hold	103	–	–	0.01%	438
2024 Q2	$24K	Hold	103	–	–	0.01%	426
2024 Q1	$25K	Hold	103	–	–	0.02%	407
2023 Q4	$22K	Hold	103	–	–	0.01%	409
2023 Q3	$20K	Hold	103	–	–	0.01%	419
2023 Q2	$21K	Hold	103	–	–	0.02%	410
2023 Q1	$20K	Hold	103	–	–	0.02%	390
2022 Q4	$19K	Buy	103 +92	+836%	+$16.7K	0.02%	396
2022 Q3	$2K	Hold	11	–	–	﹤0.01%	585
2022 Q2	$2K	Hold	11	–	–	﹤0.01%	573
2022 Q1	$2K	Buy	+11	New	+$2.43K	﹤0.01%	566

Other funds holding VOT

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Hazlett, Burt & Watson's VOT Position: Q3 2026 in Review

Hazlett, Burt & Watson held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 240 shares worth $70K. The position accounts for 0.02% of the portfolio, ranked #404.

Hazlett, Burt & Watson first reported a position in VOT in Q1 2022 and has held it in 19 quarters since. The position peaked at $74K in Q2 2026. 738 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Hazlett, Burt & Watson held 240 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $70K as of Q3 2026.
Hazlett, Burt & Watson left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #404 holding.
Hazlett, Burt & Watson first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2022 and has held it in 19 quarters since.
Hazlett, Burt & Watson's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $74K in Q2 2026.
738 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.