Annis Gardner Whiting Capital Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Annis Gardner Whiting Capital 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	$1.43M	Buy	17,753 +4,433	+33%	+$344K	0.21%	85
2026 Q1	$956K	Sell	13,320 -988	-7%	-$73.4K	0.15%	115
2025 Q4	$1.04M	Buy	14,308 +6,960	+95%	+$506K	0.2%	92
2025 Q3	$541K	Buy	7,348 +8	+0.1%	+$575	0.11%	154
2025 Q2	$515K	Buy	7,340 +32	+0.4%	+$2.1K	0.18%	109
2025 Q1	$472K	Hold	7,308	–	–	0.2%	106
2024 Q4	$483K	Sell	7,308 -24	-0.3%	-$1.63K	0.14%	136
2024 Q3	$484K	Buy	7,332 +3,544	+94%	+$223K	0.14%	128
2024 Q2	$230K	Hold	3,788	–	–	0.07%	198
2024 Q1	$237K	Buy	3,788 +1,824	+93%	+$108K	0.08%	169
2023 Q4	$114K	Buy	1,964 +1,280	+187%	+$68.4K	0.05%	201
2023 Q3	$35.6K	Buy	+684	New	+$37.5K	0.02%	320

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

Annis Gardner Whiting Capital Advisors's VO Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 33% in Q2 2026, buying an estimated $344K and bringing the position to 17,753 shares worth $1.43M. The position accounts for 0.21% of the portfolio, ranked #85.

Annis Gardner Whiting Capital Advisors first reported a position in VO in Q3 2023 and has held it in 12 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 17,753 shares of Vanguard Morningstar Mid-Cap ETF worth $1.43M as of Q2 2026.
Annis Gardner Whiting Capital Advisors bought 4,433 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $344K.
Vanguard Morningstar Mid-Cap ETF made up 0.21% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #85 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.