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Advisor OS’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Advisor OS’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 		$11.5M Sell
142,783
-2,677
-2% -$208K 0.77% 27
2026
Q1 		$10.4M Buy
145,460
+23,044
+19% +$1.71M 0.76% 28
2025
Q4 		$8.88M Buy
122,416
+100,132
+449% +$7.28M 0.72% 25
2025
Q3 		$1.64M Buy
22,284
+320
+1% +$23K 0.14% 99
2025
Q2 		$1.54M Sell
21,964
-1,828
-8% -$120K 0.15% 96
2025
Q1 		$1.54M Buy
23,792
+8,512
+56% +$571K 0.18% 82
2024
Q4 		$1.01M Sell
15,280
-152
-1% -$10.3K 0.12% 118
2024
Q3 		$1.02M Sell
15,432
-60
-0.4% -$3.77K 0.1% 150
2024
Q2 		$938K Buy
15,492
+360
+2% +$21.9K 0.1% 170
2024
Q1 		$945K Buy
15,132
+28
+0.2% +$1.66K 0.11% 172
2023
Q4 		$878K Buy
15,104
+196
+1% +$10.5K 0.11% 159
2023
Q3 		$776K Buy
14,908
+28
+0.2% +$1.54K 0.12% 159
2023
Q2 		$819K Buy
+14,880
New +$780K 0.13% 155
2020
Q3 		– Sell
-44,828
Closed -$1.84M – 168
2020
Q2 		$1.84M Buy
+44,828
New +$1.72M 1.1% 20

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Advisor OS's VO Position: Q2 2026 in Review

Advisor OS reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.8% in Q2 2026, selling an estimated $208K and leaving 142,783 shares worth $11.5M. The position accounts for 0.77% of the portfolio, ranked #27.

Advisor OS first reported a position in VO in Q2 2020 and has held it in 14 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Advisor OS held 142,783 shares of Vanguard Morningstar Mid-Cap ETF worth $11.5M as of Q2 2026.
  • Advisor OS sold 2,677 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $208K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.77% of Advisor OS's portfolio in Q2 2026, its #27 holding.
  • Advisor OS first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2020 and has held it in 14 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.