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 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Heartwood Wealth Advisors's VO Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.1% in Q2 2026, buying an estimated $1.9M and bringing the position to 619,635 shares worth $49.9M. The position accounts for 3.88% of the portfolio, ranked #6.

Heartwood Wealth Advisors first reported a position in VO in Q4 2019 and has held it in 27 quarters since. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Heartwood Wealth Advisors held 619,635 shares of Vanguard Morningstar Mid-Cap ETF worth $49.9M as of Q2 2026.
Heartwood Wealth Advisors bought 24,515 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.9M.
Vanguard Morningstar Mid-Cap ETF made up 3.88% of Heartwood Wealth Advisors's portfolio in Q2 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 27 quarters since.
2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.