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Heritage Wealth Advisors’s Vanguard 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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
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

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

Heritage Wealth Advisors held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 138 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Heritage Wealth Advisors first reported a position in VOT in Q2 2020 and has held it in 24 quarters since. The position peaked at $88K in Q1 2022. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Heritage Wealth Advisors held 138 shares of Vanguard Mid-Cap Growth ETF worth $35.6K as of Q1 2026.
  • Heritage Wealth Advisors left its Vanguard Mid-Cap Growth ETF share count unchanged in Q1 2026.
  • Vanguard Mid-Cap Growth ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #373 holding.
  • Heritage Wealth Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • Heritage Wealth Advisors's Vanguard Mid-Cap Growth ETF position peaked at $88K in Q1 2022.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

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