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HB Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

HB Wealth Management’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 		$6.95M Buy
22,679
+11
+0% +$3.17K 0.04% 222
2026
Q1 		$5.83M Sell
22,668
-1,225
-5% -$336K 0.04% 234
2025
Q4 		$6.67M Sell
23,893
-104
-0.4% -$29.8K 0.04% 215
2025
Q3 		$7.05M Buy
23,997
+1,483
+7% +$428K 0.05% 202
2025
Q2 		$6.4M Sell
22,514
-84
-0.4% -$21.7K 0.05% 191
2025
Q1 		$5.53M Buy
22,598
+157
+0.7% +$40.8K 0.05% 212
2024
Q4 		$5.69M Buy
22,441
+4,405
+24% +$1.13M 0.06% 149
2024
Q3 		$4.39M Buy
18,036
+51
+0.3% +$11.9K 0.05% 172
2024
Q2 		$4.13M Buy
17,985
+1,003
+6% +$230K 0.05% 169
2024
Q1 		$4M Buy
16,982
+26
+0.2% +$5.83K 0.05% 168
2023
Q4 		$3.72M Buy
16,956
+38
+0.2% +$7.6K 0.05% 159
2023
Q3 		$3.3M Buy
16,918
+4
+0% +$817 0.05% 159
2023
Q2 		$3.48M Buy
16,914
+23
+0.1% +$4.46K 0.06% 154
2023
Q1 		$3.29M Buy
16,891
+11
+0.1% +$2.11K 0.06% 150
2022
Q4 		$3.03M Sell
16,880
-158
-0.9% -$28.6K 0.06% 154
2022
Q3 		$2.91M Sell
17,038
-162
-0.9% -$30.7K 0.06% 144
2022
Q2 		$3.02M Sell
17,200
-6,241
-27% -$1.21M 0.06% 142
2022
Q1 		$5.22M Buy
23,441
+6,911
+42% +$1.53M 0.1% 106
2021
Q4 		$4.21M Buy
+16,530
New +$4.17M 0.08% 96

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

HB Wealth Management's VOT Position: Q2 2026 in Review

HB Wealth Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.05% in Q2 2026, buying an estimated $3.17K and bringing the position to 22,679 shares worth $6.95M. The position accounts for 0.04% of the portfolio, ranked #222.

HB Wealth Management first reported a position in VOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.05M in Q3 2025. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • HB Wealth Management held 22,679 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $6.95M as of Q2 2026.
  • HB Wealth Management bought 11 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $3.17K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of HB Wealth Management's portfolio in Q2 2026, its #222 holding.
  • HB Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $7.05M in Q3 2025.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.