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

Arkadios 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
Q2 		$13.2M Buy
164,430
+1,686
+1% +$131K 0.2% 105
2026
Q1 		$11.7M Buy
162,744
+6,604
+4% +$491K 0.19% 117
2025
Q4 		$11.3M Buy
156,140
+16,636
+12% +$1.21M 0.22% 98
2025
Q3 		$10.2M Buy
139,504
+22,596
+19% +$1.62M 0.25% 83
2025
Q2 		$8.18M Buy
116,908
+25,644
+28% +$1.68M 0.24% 85
2025
Q1 		$5.9M Buy
91,264
+40,812
+81% +$2.74M 0.22% 102
2024
Q4 		$3.33M Sell
50,452
-26,368
-34% -$1.79M 0.18% 116
2024
Q3 		$5.07M Buy
76,820
+41,528
+118% +$2.61M 0.29% 72
2024
Q2 		$2.14M Sell
35,292
-146,600
-81% -$8.91M 0.14% 154
2024
Q1 		$11.4M Buy
181,892
+14,240
+8% +$842K 0.88% 18
2023
Q4 		$9.75M Buy
167,652
+23,832
+17% +$1.27M 0.82% 19
2023
Q3 		$7.49M Buy
143,820
+17,988
+14% +$986K 0.71% 24
2023
Q2 		$6.93M Buy
125,832
+4,820
+4% +$253K 0.81% 25
2023
Q1 		$6.38M Buy
121,012
+3,648
+3% +$194K 0.76% 26
2022
Q4 		$5.98M Buy
117,364
+548
+0.5% +$27.9K 0.79% 25
2022
Q3 		$5.49M Buy
116,816
+13,856
+13% +$724K 0.83% 22
2022
Q2 		$5.07M Sell
102,960
-2,960
-3% -$160K 0.75% 23
2022
Q1 		$6.3M Buy
105,920
+3,036
+3% +$178K 0.82% 19
2021
Q4 		$6.55M Sell
102,884
-392
-0.4% -$24.6K 0.87% 17
2021
Q3 		$6.11M Buy
103,276
+1,056
+1% +$63.8K 0.88% 13
2021
Q2 		$6.07M Buy
102,220
+2,112
+2% +$122K 0.74% 17
2021
Q1 		$5.54M Buy
100,108
+1,904
+2% +$103K 0.91% 17
2020
Q4 		$5.08M Buy
98,204
+98,124
+122,655% +$4.75M 1.07% 18
2020
Q3 		$3.72K Hold
80
– – ﹤0.01% 891
2020
Q2 		$3.34K Hold
80
– – ﹤0.01% 829
2020
Q1 		$2.63K Hold
80
– – ﹤0.01% 895
2019
Q4 		$3.71K Buy
+80
New +$3.44K ﹤0.01% 740

Other funds holding VO

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

Arkadios Wealth Advisors's VO Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1% in Q2 2026, buying an estimated $131K and bringing the position to 164,430 shares worth $13.2M. The position accounts for 0.2% of the portfolio, ranked #105.

Arkadios Wealth Advisors first reported a position in VO in Q4 2019 and has held it in 27 quarters since. 2,480 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Arkadios Wealth Advisors held 164,430 shares of Vanguard Morningstar Mid-Cap ETF worth $13.2M as of Q2 2026.
  • Arkadios Wealth Advisors bought 1,686 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $131K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.2% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #105 holding.
  • Arkadios Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.