HBW Advisory Services’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

HBW Advisory 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
2025 Q3	–	Sell	-790	Closed	-$225K	–	449
2025 Q2	$225K	Sell	790 -157	-17%	-$40.5K	0.03%	368
2025 Q1	$232K	Buy	+947	New	+$246K	0.03%	340
2024 Q3	–	Sell	-1,182	Closed	-$271K	–	398
2024 Q2	$271K	Sell	1,182 -550	-32%	-$126K	0.05%	274
2024 Q1	$380K	Hold	1,732	–	–	0.07%	199
2023 Q4	$380K	Buy	1,732 +588	+51%	+$118K	0.07%	199
2023 Q3	$223K	Buy	1,144 +167	+17%	+$34.1K	0.05%	251
2023 Q2	$201K	Buy	+977	New	+$189K	0.04%	279
2022 Q2	–	Sell	-925	Closed	-$206K	–	260
2022 Q1	$206K	Sell	925 -528	-36%	-$117K	0.07%	209
2021 Q4	$370K	Sell	1,453 -8,599	-86%	-$2.17M	0.09%	188
2021 Q3	$2.38M	Buy	10,052 +9,016	+870%	+$2.18M	0.61%	54
2021 Q2	$245K	Buy	1,036 +9	+0.9%	+$2.02K	0.06%	213
2021 Q1	$220K	Sell	1,027 -3,813	-79%	-$827K	0.06%	224
2020 Q4	$1.03M	Buy	4,840 +147	+3%	+$29K	0.31%	78
2020 Q3	$845K	Buy	4,693 +1,508	+47%	+$266K	0.35%	78
2020 Q2	$526K	Buy	+3,185	New	+$482K	0.24%	98

Other funds holding VOT

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HBW Advisory Services's VOT Position: Q3 2025 in Review

HBW Advisory Services sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2025, closing a stake of 790 shares — an estimated $225K sold.

HBW Advisory Services first reported a position in VOT in Q2 2020 and held it in 15 quarters. The position peaked at $2.38M in Q3 2021. 1,020 funds tracked by Wall St. Rank hold VOT as of Q3 2025.

HBW Advisory Services reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
HBW Advisory Services sold 790 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2025, an estimated $225K.
HBW Advisory Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2020 and held it in 15 quarters.
HBW Advisory Services's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.38M in Q3 2021.
1,020 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2025.

Based on HBW Advisory Services's 13F filing for Q3 2025, filed 16 Oct 2025.