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

Argent 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	$392K	Sell	4,864 -168	-3%	-$13K	0.1%	141
2026 Q1	$361K	Buy	5,032 +104	+2%	+$7.73K	0.1%	137
2025 Q4	$358K	Hold	4,928	–	–	0.1%	132
2025 Q3	$362K	Hold	4,928	–	–	0.11%	122
2025 Q2	$345K	Sell	4,928 -20	-0.4%	-$1.31K	0.11%	125
2025 Q1	$320K	Sell	4,948 -160	-3%	-$10.7K	0.11%	125
2024 Q4	$337K	Buy	5,108 +168	+3%	+$11.4K	0.13%	111
2024 Q3	$326K	Buy	4,940 +20	+0.4%	+$1.26K	0.12%	113
2024 Q2	$298K	Hold	4,920	–	–	0.12%	112
2024 Q1	$307K	Hold	4,920	–	–	0.12%	114
2023 Q4	$286K	Hold	4,920	–	–	0.13%	116
2023 Q3	$256K	Buy	4,920 +280	+6%	+$15.4K	0.12%	113
2023 Q2	$255K	Buy	4,640 +160	+4%	+$8.39K	0.12%	112
2023 Q1	$236K	Hold	4,480	–	–	0.11%	115
2022 Q4	$228K	Hold	4,480	–	–	0.12%	120
2022 Q3	$211K	Hold	4,480	–	–	0.12%	122
2022 Q2	$221K	Hold	4,480	–	–	0.12%	119
2022 Q1	$266K	Buy	4,480 +320	+8%	+$18.8K	0.14%	121
2021 Q4	$265K	Hold	4,160	–	–	0.14%	113
2021 Q3	$246K	Hold	4,160	–	–	0.14%	120
2021 Q2	$247K	Hold	4,160	–	–	0.15%	121
2021 Q1	$230K	Buy	4,160 +160	+4%	+$8.68K	0.15%	120
2020 Q4	$207K	Buy	+4,000	New	+$194K	0.13%	147

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

Argent Advisors's VO Position: Q2 2026 in Review

Argent Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.3% in Q2 2026, selling an estimated $13K and leaving 4,864 shares worth $392K. The position accounts for 0.1% of the portfolio, ranked #141.

Argent Advisors first reported a position in VO in Q4 2020 and has held it in 23 quarters since. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Argent Advisors held 4,864 shares of Vanguard Morningstar Mid-Cap ETF worth $392K as of Q2 2026.
Argent Advisors sold 168 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $13K.
Vanguard Morningstar Mid-Cap ETF made up 0.1% of Argent Advisors's portfolio in Q2 2026, its #141 holding.
Argent Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Argent Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.