Advisornet Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $22.1M | Buy |
274,531
+23,507
| +9% | +$1.82M | 1.01% | 25 |
|
|
2026
Q1 | $18M | Buy |
251,024
+13,132
| +6% | +$976K | 0.93% | 31 |
|
|
2025
Q4 | $17.3M | Buy |
237,892
+20,856
| +10% | +$1.52M | 0.92% | 29 |
|
|
2025
Q3 | $15.9M | Buy |
217,036
+48,340
| +29% | +$3.47M | 0.9% | 30 |
|
|
2025
Q2 | $11.8M | Buy |
168,696
+97,776
| +138% | +$6.42M | 0.76% | 34 |
|
|
2025
Q1 | $4.59M | Buy |
70,920
+7,856
| +12% | +$527K | 0.34% | 63 |
|
|
2024
Q4 | $4.16M | Buy |
63,064
+7,444
| +13% | +$505K | 0.35% | 63 |
|
|
2024
Q3 | $3.67M | Buy |
55,620
+9,264
| +20% | +$582K | 0.27% | 85 |
|
|
2024
Q2 | $2.81M | Buy |
46,356
+2,020
| +5% | +$123K | 0.25% | 98 |
|
|
2024
Q1 | $2.77M | Sell |
44,336
-68,724
| -61% | -$4.06M | 0.27% | 93 |
|
|
2023
Q4 | $6.58M | Sell |
113,060
-104,600
| -48% | -$5.59M | 0.61% | 28 |
|
|
2023
Q3 | $11.3M | Buy |
217,660
+5,260
| +2% | +$288K | 1.03% | 20 |
|
|
2023
Q2 | $11.7M | Buy |
212,400
+6,912
| +3% | +$362K | 1% | 21 |
|
|
2023
Q1 | $10.8M | Buy |
205,488
+9,888
| +5% | +$526K | 0.99% | 21 |
|
|
2022
Q4 | $9.97M | Buy |
195,600
+6,244
| +3% | +$318K | 0.98% | 19 |
|
|
2022
Q3 | $8.9M | Buy |
189,356
+6,356
| +3% | +$332K | 0.89% | 20 |
|
|
2022
Q2 | $9.01M | Buy |
183,000
+2,684
| +1% | +$145K | 0.89% | 21 |
|
|
2022
Q1 | $10.7M | Buy |
180,316
+10,544
| +6% | +$619K | 0.67% | 28 |
|
|
2021
Q4 | $10.8M | Buy |
169,772
+6,724
| +4% | +$421K | 0.67% | 28 |
|
|
2021
Q3 | $9.65M | Sell |
163,048
-652
| -0.4% | -$39.4K | 0.67% | 27 |
|
|
2021
Q2 | $9.71M | Buy |
163,700
+3,972
| +2% | +$230K | 0.64% | 27 |
|
|
2021
Q1 | $8.84M | Buy |
159,728
+140,940
| +750% | +$7.65M | 0.63% | 27 |
|
|
2020
Q4 | $971K | Sell |
18,788
-9,668
| -34% | -$468K | 0.08% | 222 |
|
|
2020
Q3 | $1.25M | Sell |
28,456
-108
| -0.4% | -$4.71K | 0.11% | 183 |
|
|
2020
Q2 | $1.17M | Buy |
28,564
+3,420
| +14% | +$131K | 0.09% | 191 |
|
|
2020
Q1 | $828K | Buy |
25,144
+712
| +3% | +$29.5K | 0.08% | 222 |
|
|
2019
Q4 | $1.09M | Sell |
24,432
-756
| -3% | -$32.5K | 0.09% | 204 |
|
|
2019
Q3 | $1.05M | Sell |
25,188
-1,684
| -6% | -$70.4K | 0.1% | 207 |
|
|
2019
Q2 | $1.12M | Buy |
26,872
+2,232
| +9% | +$91.3K | 0.12% | 167 |
|
|
2019
Q1 | $990K | Buy |
24,640
+2,852
| +13% | +$110K | 0.12% | 178 |
|
|
2018
Q4 | $753K | Buy |
21,788
+1,264
| +6% | +$47.5K | 0.1% | 189 |
|
|
2018
Q3 | $842K | Buy |
20,524
+1,200
| +6% | +$49K | 0.11% | 187 |
|
|
2018
Q2 | $762K | Buy |
19,324
+264
| +1% | +$10.4K | 0.1% | 176 |
|
|
2018
Q1 | $735K | Buy |
19,060
+1,668
| +10% | +$65.7K | 0.1% | 179 |
|
|
2017
Q4 | $673K | Buy |
+17,392
| New | +$657K | 0.1% | 170 |
|
Other funds holding VO
Advisornet Financial's VO Position: Q2 2026 in Review
Advisornet Financial increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 9.4% in Q2 2026, buying an estimated $1.82M and bringing the position to 274,531 shares worth $22.1M. The position accounts for 1.01% of the portfolio, ranked #25.
Advisornet Financial first reported a position in VO in Q4 2017 and has held it in 35 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Advisornet Financial held 274,531 shares of Vanguard Morningstar Mid-Cap ETF worth $22.1M as of Q2 2026.
- Advisornet Financial bought 23,507 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.82M.
- Vanguard Morningstar Mid-Cap ETF made up 1.01% of Advisornet Financial's portfolio in Q2 2026, its #25 holding.
- Advisornet Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
- 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.