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

Heirloom 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 		– Sell
-5,081
Closed -$1.31M – 92
2026
Q1 		$1.31M Buy
+5,081
New +$1.39M 0.24% 44

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

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

Heirloom Wealth Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026, closing a stake of 5,081 shares — an estimated $1.31M sold.

Heirloom Wealth Management first reported a position in VOT in Q1 2026 and held it in 1 quarter. The position peaked at $1.31M in Q1 2026. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Heirloom Wealth Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Heirloom Wealth Management sold 5,081 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.31M.
  • Heirloom Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2026 and held it in 1 quarter.
  • Heirloom Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.31M in Q1 2026.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.