HA
VOT icon

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

HFG 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 		$6.95M Buy
22,683
+391
+2% +$113K 4.34% 4
2026
Q1 		$5.74M Buy
22,292
+838
+4% +$230K 4.04% 6
2025
Q4 		$5.99M Sell
21,454
-4
-0% -$1.15K 4.34% 4
2025
Q3 		$6.3M Buy
21,458
+101
+0.5% +$29.1K 4.65% 4
2025
Q2 		$6.07M Buy
21,357
+359
+2% +$92.6K 4.81% 4
2025
Q1 		$5.14M Buy
20,998
+250
+1% +$65K 4.39% 7
2024
Q4 		$5.26M Sell
20,748
-26
-0.1% -$6.69K 4.6% 4
2024
Q3 		$5.06M Buy
20,774
+288
+1% +$67.1K 4.48% 5
2024
Q2 		$4.7M Buy
20,486
+203
+1% +$46.6K 4.39% 4
2024
Q1 		$4.78M Buy
20,283
+3,073
+18% +$688K 4.24% 5
2023
Q4 		$3.78M Buy
17,210
+385
+2% +$77K 3.64% 7
2023
Q3 		$3.28M Buy
16,825
+183
+1% +$37.4K 3.59% 7
2023
Q2 		$3.42M Buy
16,642
+102
+0.6% +$19.8K 3.62% 7
2023
Q1 		$3.22M Buy
16,540
+1,022
+7% +$196K 3.67% 8
2022
Q4 		$2.79M Buy
15,518
+1,082
+7% +$196K 3.28% 8
2022
Q3 		$2.46M Buy
14,436
+547
+4% +$104K 3.42% 8
2022
Q2 		$2.44M Sell
13,889
-458
-3% -$88.7K 3.29% 9
2022
Q1 		$3.2M Buy
14,347
+2,658
+23% +$587K 3.65% 6
2021
Q4 		$2.98M Buy
+11,689
New +$2.95M 3.35% 5

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

HFG Advisors's VOT Position: Q2 2026 in Review

HFG Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.8% in Q2 2026, buying an estimated $113K and bringing the position to 22,683 shares worth $6.95M. The position accounts for 4.34% of the portfolio, ranked #4.

HFG Advisors first reported a position in VOT in Q4 2021 and has held it in 19 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • HFG Advisors held 22,683 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $6.95M as of Q2 2026.
  • HFG Advisors bought 391 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $113K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 4.34% of HFG Advisors's portfolio in Q2 2026, its #4 holding.
  • HFG Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on HFG Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.