Advisory Advocates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Advisory Advocates’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	$940K	Buy	11,662 +5,098	+78%	+$395K	0.81%	26
2026 Q1	$471K	Buy	6,564 +1,760	+37%	+$131K	0.48%	80
2025 Q4	$349K	Buy	+4,804	New	+$349K	0.35%	104

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

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Advisory Advocates's VO Position: Q2 2026 in Review

Advisory Advocates increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 78% in Q2 2026, buying an estimated $395K and bringing the position to 11,662 shares worth $940K. The position accounts for 0.81% of the portfolio, ranked #26.

Advisory Advocates first reported a position in VO in Q4 2025 and has held it in 3 quarters since. 2,407 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Advisory Advocates held 11,662 shares of Vanguard Morningstar Mid-Cap ETF worth $940K as of Q2 2026.
Advisory Advocates bought 5,098 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $395K.
Vanguard Morningstar Mid-Cap ETF made up 0.81% of Advisory Advocates's portfolio in Q2 2026, its #26 holding.
Advisory Advocates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
2,407 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.