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 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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Advocate Group's VO Position: Q2 2026 in Review

Advocate Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.6% in Q2 2026, selling an estimated $436K and leaving 68,209 shares worth $5.5M. The position accounts for 0.83% of the portfolio, ranked #50.

Advocate Group first reported a position in VO in Q2 2022 and has held it in 17 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Advocate Group held 68,209 shares of Vanguard Morningstar Mid-Cap ETF worth $5.5M as of Q2 2026.
Advocate Group sold 5,623 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $436K.
Vanguard Morningstar Mid-Cap ETF made up 0.83% of Advocate Group's portfolio in Q2 2026, its #50 holding.
Advocate Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.