HRT Financial’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

HRT Financial’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	$5.75M	Buy	+18,763	New	+$5.41M	0.01%	1078
2025 Q2	–	Sell	-11,951	Closed	-$2.92M	–	3594
2025 Q1	$2.92M	Buy	+11,951	New	+$3.11M	0.02%	655
2023 Q2	–	Sell	-11,747	Closed	-$2.29M	–	3352
2023 Q1	$2.29M	Buy	11,747 +4,003	+52%	+$766K	0.03%	531
2022 Q4	$1.39M	Sell	7,744 -11,374	-59%	-$2.06M	0.02%	753
2022 Q3	$3.26M	Buy	+19,118	New	+$3.62M	0.04%	424
2022 Q2	–	Sell	-15,598	Closed	-$3.48M	–	3797
2022 Q1	$3.48M	Sell	15,598 -14,119	-48%	-$3.12M	0.02%	401
2021 Q4	$7.57M	Buy	+29,717	New	+$7.49M	0.04%	202
2021 Q2	–	Sell	-8,835	Closed	-$1.9M	–	3593
2021 Q1	$1.9M	Sell	8,835 -23,845	-73%	-$5.17M	0.02%	651
2020 Q4	$6.93M	Buy	+32,680	New	+$6.44M	0.14%	119
2020 Q2	–	Sell	-16,389	Closed	-$2.08M	–	1779
2020 Q1	$2.08M	Buy	+16,389	New	+$2.49M	0.13%	151

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

HRT Financial's VOT Position: Q2 2026 in Review

HRT Financial opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 18,763 shares worth $5.75M. The stake represents 0.01% of the portfolio and ranks #1078 among its holdings. This is a return to the name: HRT Financial previously reported a position in VOT as recently as Q1 2025.

HRT Financial first reported a position in VOT in Q1 2020 and has held it in 10 quarters since. The position peaked at $7.57M in Q4 2021. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

HRT Financial held 18,763 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $5.75M as of Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF was a new HRT Financial position in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of HRT Financial's portfolio in Q2 2026, its #1078 holding.
HRT Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2020 and has held it in 10 quarters since.
HRT Financial's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $7.57M in Q4 2021.
1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.