Aire Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Aire Advisors’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	$1.3M	Buy	16,140 +16	+0.1%	+$1.24K	0.21%	71
2026 Q1	$1.16M	Buy	16,124 +16	+0.1%	+$1.19K	0.21%	70
2025 Q4	$1.17M	Sell	16,108 -88	-0.5%	-$6.4K	0.21%	71
2025 Q3	$1.19M	Buy	16,196 +92	+0.6%	+$6.61K	0.22%	71
2025 Q2	$1.13M	Hold	16,104	–	–	0.22%	70
2025 Q1	$1.04M	Buy	16,104 +12	+0.1%	+$805	0.22%	69
2024 Q4	$1.06M	Buy	16,092 +1,980	+14%	+$134K	0.22%	72
2024 Q3	$931K	Hold	14,112	–	–	0.21%	71
2024 Q2	$854K	Hold	14,112	–	–	0.19%	74
2024 Q1	$882K	Hold	14,112	–	–	0.2%	75
2023 Q4	$821K	Hold	14,112	–	–	0.2%	72
2023 Q3	$735K	Sell	14,112 -268	-2%	-$14.7K	0.2%	70
2023 Q2	$791K	Hold	14,380	–	–	0.21%	70
2023 Q1	$758K	Sell	14,380 -1,452	-9%	-$77.2K	0.21%	69
2022 Q4	$806K	Buy	15,832 +260	+2%	+$13.2K	0.25%	64
2022 Q3	$732K	Buy	15,572 +744	+5%	+$38.9K	0.25%	62
2022 Q2	$731K	Sell	14,828 -388	-3%	-$21K	0.26%	59
2022 Q1	$905K	Buy	15,216 +4	+0%	+$235	0.32%	51
2021 Q4	$969K	Buy	+15,212	New	+$954K	0.42%	38

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

Aire Advisors's VO Position: Q2 2026 in Review

Aire Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.1% in Q2 2026, buying an estimated $1.24K and bringing the position to 16,140 shares worth $1.3M. The position accounts for 0.21% of the portfolio, ranked #71.

Aire Advisors first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Aire Advisors held 16,140 shares of Vanguard Morningstar Mid-Cap ETF worth $1.3M as of Q2 2026.
Aire Advisors bought 16 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.24K.
Vanguard Morningstar Mid-Cap ETF made up 0.21% of Aire Advisors's portfolio in Q2 2026, its #71 holding.
Aire Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Aire Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.