High Net Worth Advisory Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

High Net Worth Advisory Group’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	$1.06M	Sell	3,472 -1,733	-33%	-$500K	0.23%	102
2026 Q1	$1.34M	Sell	5,205 -1,683	-24%	-$462K	0.31%	74
2025 Q4	$1.92M	Buy	6,888 +3,305	+92%	+$946K	0.44%	55
2025 Q3	$1.05M	Buy	3,583 +2,083	+139%	+$601K	0.25%	91
2025 Q2	$427K	Hold	1,500	–	–	0.11%	142
2025 Q1	$367K	Hold	1,500	–	–	0.1%	148
2024 Q4	$381K	Buy	1,500 +600	+67%	+$154K	0.11%	144
2024 Q3	$219K	Hold	900	–	–	0.06%	208
2024 Q2	$207K	Sell	900 -200	-18%	-$45.9K	0.06%	204
2024 Q1	$259K	Hold	1,100	–	–	0.08%	176
2023 Q4	$242K	Hold	1,100	–	–	0.09%	170
2023 Q3	$214K	Hold	1,100	–	–	0.09%	179
2023 Q2	$226K	Hold	1,100	–	–	0.09%	175
2023 Q1	$214K	Buy	1,100 +400	+57%	+$76.6K	0.09%	178
2022 Q4	$126K	Sell	700 -1,659	-70%	-$301K	0.05%	224
2022 Q3	$402K	Buy	2,359 +509	+28%	+$96.3K	0.17%	119
2022 Q2	$324K	Hold	1,850	–	–	0.13%	137
2022 Q1	$412K	Hold	1,850	–	–	0.15%	124
2021 Q4	$471K	Buy	+1,850	New	+$466K	0.16%	115

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

High Net Worth Advisory Group's VOT Position: Q2 2026 in Review

High Net Worth Advisory Group reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 33% in Q2 2026, selling an estimated $500K and leaving 3,472 shares worth $1.06M. The position accounts for 0.23% of the portfolio, ranked #102.

High Net Worth Advisory Group first reported a position in VOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.92M in Q4 2025. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

High Net Worth Advisory Group held 3,472 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.06M as of Q2 2026.
High Net Worth Advisory Group sold 1,733 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $500K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.23% of High Net Worth Advisory Group's portfolio in Q2 2026, its #102 holding.
High Net Worth Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
High Net Worth Advisory Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.92M in Q4 2025.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.