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

Heartwood Wealth Advisors’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	$1.13M	Hold	3,878	–	–	0.09%	100
2026 Q2	$1.19M	Sell	3,878 -127	-3%	-$36.6K	0.09%	98
2026 Q1	$1.03M	Hold	4,005	–	–	0.09%	96
2025 Q4	$1.12M	Hold	4,005	–	–	0.1%	80
2025 Q3	$1.18M	Hold	4,005	–	–	0.11%	78
2025 Q2	$1.14M	Hold	4,005	–	–	0.12%	73
2025 Q1	$980K	Sell	4,005 -1	-0%	-$260	0.11%	72
2024 Q4	$1.02M	Hold	4,006	–	–	0.11%	65
2024 Q3	$975K	Sell	4,006 -13	-0.3%	-$3.03K	0.11%	68
2024 Q2	$923K	Hold	4,019	–	–	0.11%	69
2024 Q1	$948K	Hold	4,019	–	–	0.12%	61
2023 Q4	$882K	Hold	4,019	–	–	0.12%	56
2023 Q3	$783K	Hold	4,019	–	–	0.12%	59
2023 Q2	$827K	Sell	4,019 -2	-0%	-$388	0.12%	63
2023 Q1	$784K	Buy	4,021 +13	+0.3%	+$2.49K	0.12%	60
2022 Q4	$720K	Buy	4,008 +1,271	+46%	+$230K	0.11%	58
2022 Q3	$467K	Sell	2,737 -85	-3%	-$16.1K	0.08%	72
2022 Q2	$495K	Hold	2,822	–	–	0.08%	71
2022 Q1	$629K	Sell	2,822 -50	-2%	-$11K	0.09%	60
2021 Q4	$731K	Hold	2,872	–	–	0.11%	48
2021 Q3	$679K	Buy	2,872 +85	+3%	+$20.6K	0.11%	49
2021 Q2	$659K	Hold	2,787	–	–	0.1%	51
2021 Q1	$598K	Hold	2,787	–	–	0.1%	52
2020 Q4	$591K	Hold	2,787	–	–	0.1%	47
2020 Q3	$502K	Hold	2,787	–	–	0.1%	45
2020 Q2	$460K	Hold	2,787	–	–	0.09%	48
2020 Q1	$353K	Sell	2,787 -25	-0.9%	-$3.8K	0.08%	48
2019 Q4	$446K	Buy	+2,812	New	+$429K	0.09%	53

Other funds holding VOT

EFG

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

FFA

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

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

GFA

Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

MPWT

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

Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return

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

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

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

Heartwood Wealth Advisors held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 3,878 shares worth $1.13M. The position accounts for 0.09% of the portfolio, ranked #100.

Heartwood Wealth Advisors first reported a position in VOT in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.19M in Q2 2026. 48 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Heartwood Wealth Advisors held 3,878 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.13M as of Q3 2026.
Heartwood Wealth Advisors left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.09% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #100 holding.
Heartwood Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 28 quarters since.
Heartwood Wealth Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.19M in Q2 2026.
48 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

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