HWM
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HRC Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

HRC Wealth Management’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 		$19.6M Buy
63,909
+59
+0.1% +$17K 8.01% 4
2026
Q1 		$16.4M Buy
63,850
+30,859
+94% +$8.47M 7.76% 4
2025
Q4 		$9.21M Buy
32,991
+85
+0.3% +$24.3K 4.41% 4
2025
Q3 		$9.67M Buy
32,906
+1,778
+6% +$513K 4.71% 4
2025
Q2 		$8.85M Buy
31,128
+5,756
+23% +$1.48M 4.72% 4
2025
Q1 		$6.21M Buy
25,372
+1,331
+6% +$346K 3.85% 5
2024
Q4 		$6.1M Buy
24,041
+3,438
+17% +$885K 3.62% 6
2024
Q3 		$5.02M Buy
20,603
+537
+3% +$125K 3.24% 6
2024
Q2 		$4.61M Buy
20,066
+1,312
+7% +$301K 3.15% 6
2024
Q1 		$4.42M Buy
18,754
+3,065
+20% +$687K 3.23% 6
2023
Q4 		$3.44M Buy
+15,689
New +$3.14M 2.96% 6

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HRC Wealth Management's VOT Position: Q2 2026 in Review

HRC Wealth Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.09% in Q2 2026, buying an estimated $17K and bringing the position to 63,909 shares worth $19.6M. The position accounts for 8.01% of the portfolio, ranked #4.

HRC Wealth Management first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. 529 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • HRC Wealth Management held 63,909 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $19.6M as of Q2 2026.
  • HRC Wealth Management bought 59 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $17K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 8.01% of HRC Wealth Management's portfolio in Q2 2026, its #4 holding.
  • HRC Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 529 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.