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 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Advyzon Investment Management's VO Position: Q1 2026 in Review

Advyzon Investment Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.04% in Q1 2026, selling an estimated $5.65K and leaving 179,380 shares worth $12.9M. The position accounts for 1.15% of the portfolio, ranked #11.

Advyzon Investment Management first reported a position in VO in Q4 2024 and has held it in 6 quarters since. The position peaked at $13M in Q4 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Advyzon Investment Management held 179,380 shares of Vanguard Morningstar Mid-Cap ETF worth $12.9M as of Q1 2026.
Advyzon Investment Management sold 76 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $5.65K.
Vanguard Morningstar Mid-Cap ETF made up 1.15% of Advyzon Investment Management's portfolio in Q1 2026, its #11 holding.
Advyzon Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Advyzon Investment Management's Vanguard Morningstar Mid-Cap ETF position peaked at $13M in Q4 2025.
2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.