Amara Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Amara Financial’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	$6.67M	Buy	82,834 +1,706	+2%	+$132K	3.99%	7
2026 Q1	$5.82M	Sell	81,128 -2,648	-3%	-$197K	4.01%	8
2025 Q4	$6.08M	Sell	83,776 -24,404	-23%	-$1.78M	4.21%	6
2025 Q3	$7.94M	Buy	108,180 +5,480	+5%	+$394K	5.85%	4
2025 Q2	$7.18M	Sell	102,700 -7,156	-7%	-$470K	6.33%	4
2025 Q1	$7.1M	Buy	109,856 +2,044	+2%	+$137K	6.56%	4
2024 Q4	$7.12M	Buy	107,812 +7,204	+7%	+$489K	6.57%	4
2024 Q3	$6.64M	Buy	+100,608	New	+$6.32M	6.35%	4

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

Amara Financial's VO Position: Q2 2026 in Review

Amara Financial increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.1% in Q2 2026, buying an estimated $132K and bringing the position to 82,834 shares worth $6.67M. The position accounts for 3.99% of the portfolio, ranked #7.

Amara Financial first reported a position in VO in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.94M in Q3 2025. 2,469 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Amara Financial held 82,834 shares of Vanguard Morningstar Mid-Cap ETF worth $6.67M as of Q2 2026.
Amara Financial bought 1,706 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $132K.
Vanguard Morningstar Mid-Cap ETF made up 3.99% of Amara Financial's portfolio in Q2 2026, its #7 holding.
Amara Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Amara Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $7.94M in Q3 2025.
2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Amara Financial's 13F filing for Q2 2026, filed 7 Aug 2026.