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

AJ 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 		$20.4M Buy
252,672
+7,400
+3% +$574K 6.33% 4
2026
Q1 		$17.6M Buy
245,272
+8,572
+4% +$637K 6.53% 4
2025
Q4 		$17.2M Buy
236,700
+13,852
+6% +$1.01M 6.34% 4
2025
Q3 		$16.4M Buy
222,848
+6,084
+3% +$437K 6.7% 4
2025
Q2 		$15.2M Sell
216,764
-33,972
-14% -$2.23M 6.75% 4
2025
Q1 		$16.2M Buy
250,736
+5,704
+2% +$383K 8.3% 4
2024
Q4 		$16.2M Sell
245,032
-36
-0% -$2.44K 8.4% 4
2024
Q3 		$16.2M Buy
245,068
+4,800
+2% +$301K 8.29% 4
2024
Q2 		$14.5M Sell
240,268
-24,624
-9% -$1.5M 8.04% 4
2024
Q1 		$16.5M Buy
264,892
+11,932
+5% +$705K 9.13% 4
2023
Q4 		$14.7M Buy
252,960
+14,608
+6% +$780K 9.05% 4
2023
Q3 		$12.4M Buy
238,352
+11,484
+5% +$630K 9.33% 4
2023
Q2 		$12.5M Buy
226,868
+5,708
+3% +$299K 8.68% 4
2023
Q1 		$11.7M Buy
221,160
+8,164
+4% +$434K 8.56% 4
2022
Q4 		$10.9M Buy
+212,996
New +$10.8M 8.7% 3

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

AJ Advisors's VO Position: Q2 2026 in Review

AJ Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3% in Q2 2026, buying an estimated $574K and bringing the position to 252,672 shares worth $20.4M. The position accounts for 6.33% of the portfolio, ranked #4.

AJ Advisors first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 2,480 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • AJ Advisors held 252,672 shares of Vanguard Morningstar Mid-Cap ETF worth $20.4M as of Q2 2026.
  • AJ Advisors bought 7,400 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $574K.
  • Vanguard Morningstar Mid-Cap ETF made up 6.33% of AJ Advisors's portfolio in Q2 2026, its #4 holding.
  • AJ Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on AJ Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.