Advocate Group
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Advocate Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Advocate Group’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
Q3 		$5.11M Sell
65,140
-3,069
-4% -$250K 0.79% 52
2026
Q2 		$5.5M Sell
68,209
-5,623
-8% -$436K 0.83% 50
2026
Q1 		$5.3M Buy
73,832
+6,728
+10% +$500K 0.83% 54
2025
Q4 		$4.87M Buy
67,104
+1,204
+2% +$87.6K 0.79% 53
2025
Q3 		$4.84M Buy
65,900
+18,388
+39% +$1.32M 0.8% 51
2025
Q2 		$3.32M Buy
47,512
+1,456
+3% +$95.6K 0.59% 60
2025
Q1 		$2.98M Buy
46,056
+1,256
+3% +$84.3K 0.54% 62
2024
Q4 		$2.96M Buy
44,800
+2,656
+6% +$180K 0.56% 63
2024
Q3 		$2.78M Buy
42,144
+2,620
+7% +$165K 0.5% 65
2024
Q2 		$2.39M Buy
39,524
+2,116
+6% +$129K 0.48% 67
2024
Q1 		$2.34M Buy
37,408
+1,996
+6% +$118K 0.46% 66
2023
Q4 		$2.06M Buy
35,412
+2,280
+7% +$122K 0.44% 69
2023
Q3 		$1.72M Buy
33,132
+6,624
+25% +$363K 0.4% 70
2023
Q2 		$1.46M Sell
26,508
-392
-1% -$20.6K 0.32% 70
2023
Q1 		$1.42M Buy
26,900
+336
+1% +$17.9K 0.31% 71
2022
Q4 		$1.35M Buy
26,564
+60
+0.2% +$3.06K 0.29% 70
2022
Q3 		$1.25M Buy
26,504
+444
+2% +$23.2K 0.31% 67
2022
Q2 		$1.28M Buy
+26,060
New +$1.41M 0.3% 69

Other funds holding VO

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Advocate Group's VO Position: Q3 2026 in Review

Advocate Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.5% in Q3 2026, selling an estimated $250K and leaving 65,140 shares worth $5.11M. The position accounts for 0.79% of the portfolio, ranked #52.

Advocate Group first reported a position in VO in Q2 2022 and has held it in 18 quarters since. The position peaked at $5.5M in Q2 2026. 1,330 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Advocate Group held 65,140 shares of Vanguard Morningstar Mid-Cap ETF worth $5.11M as of Q3 2026.
  • Advocate Group sold 3,069 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $250K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.79% of Advocate Group's portfolio in Q3 2026, its #52 holding.
  • Advocate Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 18 quarters since.
  • Advocate Group's Vanguard Morningstar Mid-Cap ETF position peaked at $5.5M in Q2 2026.
  • 1,330 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.