Heartwood Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Heartwood Wealth Advisors’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$48.5M	Sell	619,013 -622	-0.1%	-$50.6K	3.83%	6
2026 Q2	$49.9M	Buy	619,635 +24,515	+4%	+$1.9M	3.88%	6
2026 Q1	$42.7M	Buy	595,120 +34,340	+6%	+$2.55M	3.73%	6
2025 Q4	$40.7M	Buy	560,780 +4,820	+0.9%	+$351K	3.75%	7
2025 Q3	$40.8M	Buy	555,960 +9,688	+2%	+$696K	3.81%	7
2025 Q2	$38.2M	Buy	546,272 +3,428	+0.6%	+$225K	3.99%	7
2025 Q1	$35.1M	Sell	542,844 -21,684	-4%	-$1.46M	4.01%	7
2024 Q4	$37.3M	Buy	564,528 +5,904	+1%	+$401K	4.2%	5
2024 Q3	$36.8M	Buy	558,624 +3,704	+0.7%	+$233K	4.08%	5
2024 Q2	$33.6M	Buy	554,920 +4,428	+0.8%	+$269K	4.01%	5
2024 Q1	$34.4M	Sell	550,492 -1,928	-0.3%	-$114K	4.23%	5
2023 Q4	$32.1M	Buy	552,420 +7,740	+1%	+$414K	4.28%	5
2023 Q3	$28.4M	Buy	544,680 +3,148	+0.6%	+$173K	4.18%	5
2023 Q2	$29.8M	Buy	541,532 +10,824	+2%	+$567K	4.23%	5
2023 Q1	$28M	Buy	530,708 +16,448	+3%	+$875K	4.17%	5
2022 Q4	$26.2M	Buy	514,260 +17,340	+3%	+$883K	4.1%	5
2022 Q3	$23.4M	Buy	496,920 +23,532	+5%	+$1.23M	4.04%	5
2022 Q2	$23.3M	Buy	473,388 +14,288	+3%	+$772K	3.84%	6
2022 Q1	$27.3M	Sell	459,100 -12,252	-3%	-$719K	4.07%	5
2021 Q4	$30M	Sell	471,352 -2,276	-0.5%	-$143K	4.51%	5
2021 Q3	$28M	Buy	473,628 +6,572	+1%	+$397K	4.36%	5
2021 Q2	$27.7M	Sell	467,056 -4,596	-1%	-$266K	4.26%	5
2021 Q1	$26.1M	Sell	471,652 -51,960	-10%	-$2.82M	4.19%	5
2020 Q4	$27.1M	Buy	523,612 +6,980	+1%	+$338K	4.37%	5
2020 Q3	$22.8M	Sell	516,632 -756,664	-59%	-$33M	4.35%	6
2020 Q2	$31M	Buy	1,273,296 +624,828	+96%	+$23.9M	6.14%	5
2020 Q1	$21.3M	Sell	648,468 -30,308	-4%	-$1.26M	5.12%	6
2019 Q4	$30.2M	Buy	+678,776	New	+$29.1M	5.78%	5

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Heartwood Wealth Advisors's VO Position: Q3 2026 in Review

Heartwood Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.1% in Q3 2026, selling an estimated $50.6K and leaving 619,013 shares worth $48.5M. The position accounts for 3.83% of the portfolio, ranked #6.

Heartwood Wealth Advisors first reported a position in VO in Q4 2019 and has held it in 28 quarters since. The position peaked at $49.9M in Q2 2026. 162 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Heartwood Wealth Advisors held 619,013 shares of Vanguard Morningstar Mid-Cap ETF worth $48.5M as of Q3 2026.
Heartwood Wealth Advisors sold 622 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $50.6K.
Vanguard Morningstar Mid-Cap ETF made up 3.83% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #6 holding.
Heartwood Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 28 quarters since.
Heartwood Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $49.9M in Q2 2026.
162 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.