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Hilltop Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Hilltop Wealth Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.29M Hold
53,280
– – 2.12% 11
2026
Q1 		$3.83M Hold
53,280
– – 2.29% 10
2025
Q4 		$3.87M Sell
53,280
-196
-0.4% -$14.3K 1.94% 15
2025
Q3 		$3.93M Sell
53,476
-264
-0.5% -$19K 2.05% 14
2025
Q2 		$3.76M Sell
53,740
-3,536
-6% -$232K 2.11% 9
2025
Q1 		$3.7M Sell
57,276
-3,452
-6% -$232K 2.09% 11
2024
Q4 		$4.01M Sell
60,728
-944
-2% -$64.1K 2.03% 11
2024
Q3 		$4.07M Sell
61,672
-872
-1% -$54.8K 1.9% 12
2024
Q2 		$3.79M Sell
62,544
-1,344
-2% -$81.7K 1.9% 11
2024
Q1 		$3.99M Sell
63,888
-2,092
-3% -$124K 2.04% 12
2023
Q4 		$3.84M Sell
65,980
-224
-0.3% -$12K 2.19% 11
2023
Q3 		$3.45M Sell
66,204
-1,752
-3% -$96.1K 2.67% 8
2023
Q2 		$3.74M Buy
67,956
+44
+0.1% +$2.31K 2.76% 8
2023
Q1 		$3.58M Sell
67,912
-2,144
-3% -$114K 2.88% 8
2022
Q4 		$3.57M Sell
70,056
-2,968
-4% -$151K 3.03% 8
2022
Q3 		$3.43M Sell
73,024
-328
-0.4% -$17.1K 3.53% 9
2022
Q2 		$3.61M Sell
73,352
-480
-0.7% -$25.9K 3.52% 9
2022
Q1 		$4.39M Sell
73,832
-9,760
-12% -$573K 3.74% 8
2021
Q4 		$5.32M Sell
83,592
-1,600
-2% -$100K 3.7% 9
2021
Q3 		$5.04M Sell
85,192
-2,496
-3% -$151K 3.54% 9
2021
Q2 		$5.2M Sell
87,688
-4,760
-5% -$276K 3.68% 9
2021
Q1 		$5.12M Sell
92,448
-31,080
-25% -$1.69M 3.91% 8
2020
Q4 		$6.39M Sell
123,528
-2,956
-2% -$143K 5.69% 6
2020
Q3 		$5.57M Sell
126,484
-1,436
-1% -$62.6K 5.64% 6
2020
Q2 		$5.24M Sell
127,920
-8,408
-6% -$322K 5.74% 6
2020
Q1 		$4.49M Sell
136,328
-7,232
-5% -$299K 5.48% 4
2019
Q4 		$6.39M Buy
+143,560
New +$6.16M 6.63% 4

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Hilltop Wealth Advisors's VO Position: Q2 2026 in Review

Hilltop Wealth Advisors held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 53,280 shares worth $4.29M. The position accounts for 2.12% of the portfolio, ranked #11.

Hilltop Wealth Advisors first reported a position in VO in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.39M in Q4 2019. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Hilltop Wealth Advisors held 53,280 shares of Vanguard Morningstar Mid-Cap ETF worth $4.29M as of Q2 2026.
  • Hilltop Wealth Advisors left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 2.12% of Hilltop Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Hilltop Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Hilltop Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $6.39M in Q4 2019.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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