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

Heritage 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 Q2	$42.4K	Hold	138	–	–	﹤0.01%	363
2026 Q1	$35.6K	Hold	138	–	–	﹤0.01%	373
2025 Q4	$38.6K	Hold	138	–	–	﹤0.01%	341
2025 Q3	$40.6K	Buy	138 +9	+7%	+$2.6K	﹤0.01%	317
2025 Q2	$36.7K	Hold	129	–	–	﹤0.01%	320
2025 Q1	$31.6K	Hold	129	–	–	﹤0.01%	332
2024 Q4	$32.7K	Sell	129 -200	-61%	-$51.5K	﹤0.01%	348
2024 Q3	$80.1K	Hold	329	–	–	﹤0.01%	286
2024 Q2	$75.5K	Hold	329	–	–	﹤0.01%	273
2024 Q1	$77.6K	Sell	329 -67	-17%	-$15K	﹤0.01%	283
2023 Q4	$87K	Hold	396	–	–	﹤0.01%	283
2023 Q3	$77.1K	Hold	396	–	–	﹤0.01%	270
2023 Q2	$81.5K	Hold	396	–	–	﹤0.01%	273
2023 Q1	$77.2K	Sell	396 -30	-7%	-$5.74K	﹤0.01%	278
2022 Q4	$76.6K	Buy	426 +30	+8%	+$5.44K	﹤0.01%	280
2022 Q3	$67.5K	Hold	396	–	–	﹤0.01%	274
2022 Q2	$69K	Hold	396	–	–	﹤0.01%	295
2022 Q1	$88K	Buy	396 +267	+207%	+$58.9K	﹤0.01%	264
2021 Q4	$33K	Hold	129	–	–	﹤0.01%	361
2021 Q3	$30.5K	Hold	129	–	–	﹤0.01%	365
2021 Q2	$30.5K	Hold	129	–	–	﹤0.01%	372
2021 Q1	$27.7K	Buy	129 +33	+34%	+$7.16K	﹤0.01%	394
2020 Q4	$20K	Hold	96	–	–	﹤0.01%	409
2020 Q3	$17.3K	Hold	96	–	–	﹤0.01%	365
2020 Q2	$15.8K	Buy	+96	New	+$14.5K	﹤0.01%	350

Other funds holding VOT

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

Heritage Wealth Advisors's VOT Position: Q2 2026 in Review

Heritage Wealth Advisors held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 138 shares worth $42.4K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Heritage Wealth Advisors first reported a position in VOT in Q2 2020 and has held it in 25 quarters since. The position peaked at $88K in Q1 2022. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Heritage Wealth Advisors held 138 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $42.4K as of Q2 2026.
Heritage Wealth Advisors left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #363 holding.
Heritage Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
Heritage Wealth Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $88K in Q1 2022.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.