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Advisortrust Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Advisortrust Partners’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 		– Sell
-1,036
Closed -$74.4K – 278
2026
Q1 		$74.4K Buy
+1,036
New +$77K 0.03% 192

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UBS Group
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Morgan Stanley
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Creative Planning
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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

Advisortrust Partners's VO Position: Q2 2026 in Review

Advisortrust Partners sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 1,036 shares — an estimated $74.4K sold.

Advisortrust Partners first reported a position in VO in Q1 2026 and held it in 1 quarter. The position peaked at $74.4K in Q1 2026. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Advisortrust Partners reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Advisortrust Partners sold 1,036 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $74.4K.
  • Advisortrust Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2026 and held it in 1 quarter.
  • Advisortrust Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $74.4K in Q1 2026.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.