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 Q3	$1.01M	Hold	3,472	–	–	0.21%	100
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

High Net Worth Advisory Group's VOT Position: Q3 2026 in Review

High Net Worth Advisory Group held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 3,472 shares worth $1.01M. The position accounts for 0.21% of the portfolio, ranked #100.

High Net Worth Advisory Group first reported a position in VOT in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.92M in Q4 2025. 785 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

High Net Worth Advisory Group held 3,472 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.01M as of Q3 2026.
High Net Worth Advisory Group left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.21% of High Net Worth Advisory Group's portfolio in Q3 2026, its #100 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 20 quarters since.
High Net Worth Advisory Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.92M in Q4 2025.
785 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.