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

Adapt 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	$3.41M	Sell	42,380 -2,964	-7%	-$230K	1.12%	20
2026 Q1	$3.26M	Sell	45,344 -2,564	-5%	-$191K	1.18%	20
2025 Q4	$3.48M	Sell	47,908 -4,532	-9%	-$330K	1.2%	19
2025 Q3	$3.85M	Sell	52,440 -1,192	-2%	-$85.6K	1.42%	18
2025 Q2	$3.75M	Sell	53,632 -784	-1%	-$51.5K	1.68%	18
2025 Q1	$3.52M	Sell	54,416 -180	-0.3%	-$12.1K	1.72%	18
2024 Q4	$3.61M	Sell	54,596 -540	-1%	-$36.7K	1.77%	19
2024 Q3	$3.64M	Sell	55,136 -1,980	-3%	-$124K	1.95%	18
2024 Q2	$3.46M	Buy	57,116 +620	+1%	+$37.7K	2.17%	17
2024 Q1	$3.53M	Buy	+56,496	New	+$3.34M	2.51%	15

Other funds holding VO

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

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Adapt Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.5% in Q2 2026, selling an estimated $230K and leaving 42,380 shares worth $3.41M. The position accounts for 1.12% of the portfolio, ranked #20.

Adapt Wealth Advisors first reported a position in VO in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.85M in Q3 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Adapt Wealth Advisors held 42,380 shares of Vanguard Morningstar Mid-Cap ETF worth $3.41M as of Q2 2026.
Adapt Wealth Advisors sold 2,964 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $230K.
Vanguard Morningstar Mid-Cap ETF made up 1.12% of Adapt Wealth Advisors's portfolio in Q2 2026, its #20 holding.
Adapt Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Adapt Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $3.85M in Q3 2025.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.