ARK & TLK Investments’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

ARK & TLK Investments’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	$1.4M	Buy	17,409 +1	+0%	+$78	0.35%	37
2026 Q1	$1.25M	Hold	17,408	–	–	0.34%	40
2025 Q4	$1.26M	Hold	17,408	–	–	0.35%	38
2025 Q3	$1.28M	Hold	17,408	–	–	0.41%	37
2025 Q2	$1.22M	Buy	17,408 +4	+0%	+$263	0.39%	41
2025 Q1	$1.13M	Sell	17,404 -356	-2%	-$23.9K	0.4%	41
2024 Q4	$1.17M	Hold	17,760	–	–	0.41%	41
2024 Q3	$1.17M	Hold	17,760	–	–	0.42%	38
2024 Q2	$1.07M	Hold	17,760	–	–	0.4%	41
2024 Q1	$1.11M	Sell	17,760 -5,720	-24%	-$338K	0.43%	38
2023 Q4	$1.37M	Buy	+23,480	New	+$1.25M	0.55%	31

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

ARK & TLK Investments's VO Position: Q2 2026 in Review

ARK & TLK Investments increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.01% in Q2 2026, buying an estimated $78 and bringing the position to 17,409 shares worth $1.4M. The position accounts for 0.35% of the portfolio, ranked #37.

ARK & TLK Investments first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

ARK & TLK Investments held 17,409 shares of Vanguard Morningstar Mid-Cap ETF worth $1.4M as of Q2 2026.
ARK & TLK Investments bought 1 Vanguard Morningstar Mid-Cap ETF share in Q2 2026, an estimated $78.
Vanguard Morningstar Mid-Cap ETF made up 0.35% of ARK & TLK Investments's portfolio in Q2 2026, its #37 holding.
ARK & TLK Investments first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on ARK & TLK Investments's 13F filing for Q2 2026, filed 20 Jul 2026.