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

Advisory Research’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	$1.62M	Buy	20,059 +195	+1%	+$15.1K	0.16%	92
2026 Q1	$1.43M	Hold	19,864	–	–	0.18%	91
2025 Q4	$1.44M	Hold	19,864	–	–	0.18%	89
2025 Q3	$1.46M	Buy	19,864 +256	+1%	+$18.4K	0.19%	93
2025 Q2	$1.37M	Buy	19,608 +856	+5%	+$56.2K	0.21%	91
2025 Q1	$1.21M	Sell	18,752 -1,628	-8%	-$109K	0.21%	97
2024 Q4	$1.35M	Hold	20,380	–	–	0.22%	92
2024 Q3	$1.34M	Hold	20,380	–	–	0.24%	95
2024 Q2	$1.23M	Sell	20,380 -1,640	-7%	-$99.7K	0.23%	94
2024 Q1	$1.38M	Hold	22,020	–	–	0.27%	84
2023 Q4	$1.28M	Hold	22,020	–	–	0.2%	136
2023 Q3	$1.15M	Hold	22,020	–	–	0.16%	178
2023 Q2	$1.21M	Hold	22,020	–	–	0.16%	178
2023 Q1	$1.16M	Hold	22,020	–	–	0.19%	130
2022 Q4	$1.12M	Hold	22,020	–	–	0.11%	144
2022 Q3	$1.03M	Hold	22,020	–	–	0.1%	161
2022 Q2	$1.08M	Hold	22,020	–	–	0.11%	148
2022 Q1	$1.31M	Hold	22,020	–	–	0.1%	157
2021 Q4	$1.4M	Hold	22,020	–	–	0.11%	163
2021 Q3	$1.3M	Hold	22,020	–	–	0.08%	168
2021 Q2	$1.31M	Hold	22,020	–	–	0.09%	180
2021 Q1	$1.22M	Sell	22,020 -22,020	-50%	-$1.19M	0.09%	180
2020 Q4	$2.28M	Buy	44,040 +22,020	+100%	+$1.07M	0.17%	112
2020 Q3	$970K	Hold	22,020	–	–	0.09%	181
2020 Q2	$902K	Hold	22,020	–	–	0.08%	180
2020 Q1	$725K	Buy	+22,020	New	+$912K	0.05%	156

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

Advisory Research's VO Position: Q2 2026 in Review

Advisory Research increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.98% in Q2 2026, buying an estimated $15.1K and bringing the position to 20,059 shares worth $1.62M. The position accounts for 0.16% of the portfolio, ranked #92.

Advisory Research first reported a position in VO in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.28M in Q4 2020. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Advisory Research held 20,059 shares of Vanguard Morningstar Mid-Cap ETF worth $1.62M as of Q2 2026.
Advisory Research bought 195 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $15.1K.
Vanguard Morningstar Mid-Cap ETF made up 0.16% of Advisory Research's portfolio in Q2 2026, its #92 holding.
Advisory Research first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
Advisory Research's Vanguard Morningstar Mid-Cap ETF position peaked at $2.28M in Q4 2020.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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