Ameritas Advisory Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Ameritas Advisory Services’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	$37M	Buy	459,384 +257,748	+128%	+$20M	0.75%	28
2026 Q1	$14.5M	Buy	201,636 +36,576	+22%	+$2.72M	0.56%	45
2025 Q4	$12M	Buy	165,060 +118,184	+252%	+$8.6M	0.45%	51
2025 Q3	$3.44M	Sell	46,876 -24,424	-34%	-$1.75M	0.23%	92
2025 Q2	$4.99M	Sell	71,300 -14,756	-17%	-$969K	0.26%	77
2025 Q1	$5.59M	Sell	86,056 -12,296	-13%	-$825K	0.23%	100
2024 Q4	$6.49M	Sell	98,352 -77,716	-44%	-$5.28M	0.22%	90
2024 Q3	$11.6M	Sell	176,068 -48,584	-22%	-$3.05M	0.5%	41
2024 Q2	$13.6M	Sell	224,652 -2,956	-1%	-$180K	0.51%	41
2024 Q1	$14.1M	Buy	227,608 +16,228	+8%	+$959K	0.58%	34
2023 Q4	$12.3M	Sell	211,380 -10,296	-5%	-$550K	0.68%	39
2023 Q3	$11.5M	Buy	221,676 +180,216	+435%	+$9.88M	0.58%	36
2023 Q2	$2.27M	Sell	41,460 -177,232	-81%	-$9.29M	0.29%	77
2023 Q1	$11.5M	Sell	218,692 -19,144	-8%	-$1.02M	0.58%	33
2022 Q4	$12.1M	Buy	237,836 +35,672	+18%	+$1.82M	0.56%	36
2022 Q3	$9.5M	Buy	202,164 +21,308	+12%	+$1.11M	0.57%	37
2022 Q2	$8.91M	Buy	180,856 +9,528	+6%	+$515K	0.52%	38
2022 Q1	$10.2M	Buy	171,328 +29,292	+21%	+$1.72M	0.37%	50
2021 Q4	$9.05M	Buy	+142,036	New	+$8.9M	0.33%	61

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

Ameritas Advisory Services's VO Position: Q2 2026 in Review

Ameritas Advisory Services increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 128% in Q2 2026, buying an estimated $20M and bringing the position to 459,384 shares worth $37M. The position accounts for 0.75% of the portfolio, ranked #28.

Ameritas Advisory Services first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Ameritas Advisory Services held 459,384 shares of Vanguard Morningstar Mid-Cap ETF worth $37M as of Q2 2026.
Ameritas Advisory Services bought 257,748 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $20M.
Vanguard Morningstar Mid-Cap ETF made up 0.75% of Ameritas Advisory Services's portfolio in Q2 2026, its #28 holding.
Ameritas Advisory Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.