Advyzon Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Advyzon Investment Management’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	$15.9M	Buy	196,920 +17,540	+10%	+$1.36M	1.15%	12
2026 Q1	$12.9M	Sell	179,380 -76	-0%	-$5.65K	1.15%	11
2025 Q4	$13M	Buy	179,456 +18,496	+11%	+$1.35M	1.51%	8
2025 Q3	$11.8M	Buy	160,960 +12,968	+9%	+$931K	2.03%	6
2025 Q2	$10.4M	Buy	147,992 +4,584	+3%	+$301K	2.29%	7
2025 Q1	$9.27M	Sell	143,408 -29,000	-17%	-$1.95M	3.28%	6
2024 Q4	$11.4M	Buy	+172,408	New	+$11.7M	4.39%	5

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

Advyzon Investment Management's VO Position: Q2 2026 in Review

Advyzon Investment Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 9.8% in Q2 2026, buying an estimated $1.36M and bringing the position to 196,920 shares worth $15.9M. The position accounts for 1.15% of the portfolio, ranked #12.

Advyzon Investment Management first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,491 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Advyzon Investment Management held 196,920 shares of Vanguard Morningstar Mid-Cap ETF worth $15.9M as of Q2 2026.
Advyzon Investment Management bought 17,540 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.36M.
Vanguard Morningstar Mid-Cap ETF made up 1.15% of Advyzon Investment Management's portfolio in Q2 2026, its #12 holding.
Advyzon Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,491 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.