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

Arkos Global 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	$12.7M	Sell	158,081 -751	-0.5%	-$58.2K	1.51%	17
2026 Q1	$11.4M	Sell	158,832 -1,212	-0.8%	-$90K	1.43%	17
2025 Q4	$11.6M	Sell	160,044 -632	-0.4%	-$46K	1.48%	16
2025 Q3	$11.8M	Sell	160,676 -1,560	-1%	-$112K	1.5%	16
2025 Q2	$11.3M	Sell	162,236 -2,016	-1%	-$132K	1.57%	15
2025 Q1	$10.6M	Sell	164,252 -4,116	-2%	-$276K	1.56%	16
2024 Q4	$11.1M	Sell	168,368 -3,072	-2%	-$209K	1.62%	14
2024 Q3	$11.3M	Sell	171,440 -1,460	-0.8%	-$91.7K	1.64%	14
2024 Q2	$10.5M	Sell	172,900 -3,900	-2%	-$237K	1.69%	13
2024 Q1	$11M	Sell	176,800 -3,984	-2%	-$235K	1.84%	11
2023 Q4	$10.5M	Sell	180,784 -3,600	-2%	-$192K	1.92%	11
2023 Q3	$9.6M	Sell	184,384 -7,576	-4%	-$415K	1.96%	10
2023 Q2	$10.6M	Sell	191,960 -21,808	-10%	-$1.14M	2.04%	9
2023 Q1	$11.3M	Sell	213,768 -28,836	-12%	-$1.53M	2.28%	10
2022 Q4	$12.4M	Sell	242,604 -6,240	-3%	-$318K	3.15%	8
2022 Q3	$11.7M	Sell	248,844 -2,716	-1%	-$142K	3.49%	8
2022 Q2	$12.4M	Sell	251,560 -86,360	-26%	-$4.67M	3.51%	8
2022 Q1	$20.1M	Buy	337,920 +61,232	+22%	+$3.59M	5.25%	6
2021 Q4	$17.6M	Buy	276,688 +20,628	+8%	+$1.29M	5.37%	5
2021 Q3	$15.2M	Buy	256,060 +7,556	+3%	+$457K	5.07%	5
2021 Q2	$14.7M	Buy	248,504 +26,948	+12%	+$1.56M	5.11%	5
2021 Q1	$12.3M	Buy	221,556 +1,948	+0.9%	+$106K	4.71%	5
2020 Q4	$11.4M	Buy	219,608 +38,508	+21%	+$1.86M	4.64%	5
2020 Q3	$7.98M	Buy	181,100 +4,728	+3%	+$206K	3.66%	5
2020 Q2	$7.23M	Sell	176,372 -31,988	-15%	-$1.23M	3.77%	5
2020 Q1	$6.86M	Buy	208,360 +19,968	+11%	+$827K	4.5%	5
2019 Q4	$8.39M	Sell	188,392 -3,140	-2%	-$135K	5.48%	4
2019 Q3	$8.03M	Buy	191,532 +7,248	+4%	+$303K	5.69%	4
2019 Q2	$7.73M	Buy	184,284 +14,916	+9%	+$610K	5.68%	4
2019 Q1	$6.83M	Sell	169,368 -1,928	-1%	-$74.2K	5.13%	4
2018 Q4	$5.92M	Buy	+171,296	New	+$6.43M	4.83%	4

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

Arkos Global Advisors's VO Position: Q2 2026 in Review

Arkos Global Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.47% in Q2 2026, selling an estimated $58.2K and leaving 158,081 shares worth $12.7M. The position accounts for 1.51% of the portfolio, ranked #17.

Arkos Global Advisors first reported a position in VO in Q4 2018 and has held it in 31 quarters since. The position peaked at $20.1M in Q1 2022. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Arkos Global Advisors held 158,081 shares of Vanguard Morningstar Mid-Cap ETF worth $12.7M as of Q2 2026.
Arkos Global Advisors sold 751 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $58.2K.
Vanguard Morningstar Mid-Cap ETF made up 1.51% of Arkos Global Advisors's portfolio in Q2 2026, its #17 holding.
Arkos Global Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
Arkos Global Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $20.1M in Q1 2022.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Arkos Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.