HRC Wealth Management
VOT icon

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
Q3 		$18.7M Sell
63,892
-17
-0% -$5.09K 7.43% 4
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 		$9.7M 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 $59.5B AUM 15.92% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Busey Bank
Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HRC Wealth Management's VOT Position: Q3 2026 in Review

HRC Wealth Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.03% in Q3 2026, selling an estimated $5.09K and leaving 63,892 shares worth $18.7M. The position accounts for 7.43% of the portfolio, ranked #4.

HRC Wealth Management first reported a position in VOT in Q4 2023 and has held it in 12 quarters since. The position peaked at $19.6M in Q2 2026. 500 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • HRC Wealth Management held 63,892 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $18.7M as of Q3 2026.
  • HRC Wealth Management sold 17 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $5.09K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 7.43% of HRC Wealth Management's portfolio in Q3 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 12 quarters since.
  • HRC Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $19.6M in Q2 2026.
  • 500 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on HRC Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.