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

American Wealth 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
Q1 		– Sell
-672
Closed -$48.8K – 121
2025
Q4 		$48.8K Buy
672
+4
+0.6% +$291 0.05% 66
2025
Q3 		$49K Buy
+668
New +$48K 0.05% 66

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

American Wealth Advisors's VO Position: Q1 2026 in Review

American Wealth Advisors sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 672 shares — an estimated $48.8K sold.

American Wealth Advisors first reported a position in VO in Q3 2025 and held it in 2 quarters. The position peaked at $49K in Q3 2025. 2,394 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • American Wealth Advisors reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • American Wealth Advisors sold 672 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $48.8K.
  • American Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2025 and held it in 2 quarters.
  • American Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $49K in Q3 2025.
  • 2,394 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on American Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.