HWA
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Hilltop Wealth Advisors’s Vanguard 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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Hilltop Wealth Advisors's VO Position: Q1 2026 in Review

Hilltop Wealth Advisors held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 53,280 shares worth $3.83M. The position accounts for 2.29% of the portfolio, ranked #10.

Hilltop Wealth Advisors first reported a position in VO in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.39M in Q4 2019. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Hilltop Wealth Advisors held 53,280 shares of Vanguard Mid-Cap ETF worth $3.83M as of Q1 2026.
  • Hilltop Wealth Advisors left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Mid-Cap ETF made up 2.29% of Hilltop Wealth Advisors's portfolio in Q1 2026, its #10 holding.
  • Hilltop Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Hilltop Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $6.39M in Q4 2019.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.