HWA
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Heritage Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Heritage 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
Q1 		$2.35M Sell
32,776
-280
-0.8% -$20.8K 0.09% 48
2025
Q4 		$2.4M Sell
33,056
-1,420
-4% -$103K 0.09% 59
2025
Q3 		$2.53M Buy
34,476
+988
+3% +$71K 0.11% 51
2025
Q2 		$2.34M Hold
33,488
– – 0.11% 51
2025
Q1 		$2.17M Sell
33,488
-108
-0.3% -$7.25K 0.11% 54
2024
Q4 		$2.22M Buy
33,596
+284
+0.9% +$19.3K 0.11% 54
2024
Q3 		$2.2M Buy
33,312
+3,580
+12% +$225K 0.1% 58
2024
Q2 		$1.8M Hold
29,732
– – 0.08% 61
2024
Q1 		$1.86M Buy
29,732
+28
+0.1% +$1.66K 0.08% 62
2023
Q4 		$1.73M Buy
29,704
+6,560
+28% +$350K 0.09% 61
2023
Q3 		$1.2M Sell
23,144
-440
-2% -$24.1K 0.07% 70
2023
Q2 		$1.3M Buy
23,584
+1,236
+6% +$64.8K 0.07% 69
2023
Q1 		$1.18M Buy
22,348
+632
+3% +$33.6K 0.07% 73
2022
Q4 		$1.11M Buy
21,716
+784
+4% +$39.9K 0.06% 76
2022
Q3 		$984K Buy
20,932
+4
+0% +$209 0.07% 74
2022
Q2 		$1.03M Hold
20,928
– – 0.07% 75
2022
Q1 		$1.24M Hold
20,928
– – 0.07% 70
2021
Q4 		$1.33M Buy
20,928
+4
+0% +$251 0.07% 75
2021
Q3 		$1.24M Hold
20,924
– – 0.08% 73
2021
Q2 		$1.24M Buy
20,924
+7,532
+56% +$437K 0.08% 72
2021
Q1 		$741K Hold
13,392
– – 0.04% 108
2020
Q4 		$692K Buy
13,392
+28
+0.2% +$1.36K 0.04% 112
2020
Q3 		$589K Buy
13,364
+12
+0.1% +$523 0.08% 87
2020
Q2 		$547K Buy
13,352
+1,444
+12% +$55.3K 0.08% 84
2020
Q1 		$392K Buy
11,908
+844
+8% +$35K 0.07% 90
2019
Q4 		$493K Buy
11,064
+3,412
+45% +$147K 0.07% 100
2019
Q3 		$320K Buy
7,652
+152
+2% +$6.35K 0.05% 127
2019
Q2 		$313K Buy
7,500
+688
+10% +$28.2K 0.05% 117
2019
Q1 		$274K Buy
6,812
+4
+0.1% +$154 0.05% 114
2018
Q4 		$235K Buy
6,808
+32
+0.5% +$1.2K 0.05% 114
2018
Q3 		$278K Hold
6,776
– – 0.05% 105
2018
Q2 		$268K Buy
6,776
+8
+0.1% +$314 0.1% 101
2018
Q1 		$261K Buy
6,768
+8
+0.1% +$315 0.11% 98
2017
Q4 		$261K Buy
6,760
+28
+0.4% +$1.06K 0.11% 95
2017
Q3 		$247K Hold
6,732
– – 0.12% 92
2017
Q2 		$240K Buy
6,732
+480
+8% +$17K 0.12% 90
2017
Q1 		$218K Hold
6,252
– – 0.12% 90
2016
Q4 		$206K Buy
+6,252
New +$202K 0.13% 82
2016
Q3 		– Sell
-8,024
Closed -$248K – 95
2016
Q2 		$248K Buy
8,024
+12
+0.1% +$367 0.17% 80
2016
Q1 		$243K Buy
8,012
+12
+0.2% +$339 0.19% 69
2015
Q4 		$241K Buy
+8,000
New +$244K 0.2% 67

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Heritage Wealth Advisors's VO Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 0.85% in Q1 2026, selling an estimated $20.8K and leaving 32,776 shares worth $2.35M. The position accounts for 0.09% of the portfolio, ranked #48.

Heritage Wealth Advisors first reported a position in VO in Q4 2015 and has held it in 41 quarters since. The position peaked at $2.53M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Heritage Wealth Advisors held 32,776 shares of Vanguard Mid-Cap ETF worth $2.35M as of Q1 2026.
  • Heritage Wealth Advisors sold 280 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $20.8K.
  • Vanguard Mid-Cap ETF made up 0.09% of Heritage Wealth Advisors's portfolio in Q1 2026, its #48 holding.
  • Heritage Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2015 and has held it in 41 quarters since.
  • Heritage Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $2.53M in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.