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

Advocate Investing Services’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 		$330K Buy
4,100
+112
+3% +$8.68K 0.25% 77
2026
Q1 		$286K Hold
3,988
– – 0.24% 81
2025
Q4 		$289K Buy
+3,988
New +$290K 0.26% 74

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Bank of America
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
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

Advocate Investing Services's VO Position: Q2 2026 in Review

Advocate Investing Services increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.8% in Q2 2026, buying an estimated $8.68K and bringing the position to 4,100 shares worth $330K. The position accounts for 0.25% of the portfolio, ranked #77.

Advocate Investing Services first reported a position in VO in Q4 2025 and has held it in 3 quarters since. 2,474 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Advocate Investing Services held 4,100 shares of Vanguard Morningstar Mid-Cap ETF worth $330K as of Q2 2026.
  • Advocate Investing Services bought 112 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $8.68K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.25% of Advocate Investing Services's portfolio in Q2 2026, its #77 holding.
  • Advocate Investing Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.