Heirloom Wealth Management’s Vanguard 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 Q1	$1.31M	Buy	+5,081	New	+$1.39M	0.24%	44

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Heirloom Wealth Management's VOT Position: Q1 2026 in Review

Heirloom Wealth Management opened a new position in Vanguard Mid-Cap Growth ETF (VOT) in Q1 2026: 5,081 shares worth $1.31M. The stake represents 0.24% of the portfolio and ranks #44 among its holdings.

1,053 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Heirloom Wealth Management held 5,081 shares of Vanguard Mid-Cap Growth ETF worth $1.31M as of Q1 2026.
Vanguard Mid-Cap Growth ETF was a new Heirloom Wealth Management position in Q1 2026.
Vanguard Mid-Cap Growth ETF made up 0.24% of Heirloom Wealth Management's portfolio in Q1 2026, its #44 holding.
1,053 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.