Arvest Investments’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Arvest 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	$3.54K	Hold	44	–	–	﹤0.01%	207
2026 Q1	$3.16K	Hold	44	–	–	﹤0.01%	194
2025 Q4	$3.19K	Hold	44	–	–	﹤0.01%	184
2025 Q3	$3.23K	Sell	44 -4	-8%	-$287	﹤0.01%	179
2025 Q2	$3.36K	Hold	48	–	–	﹤0.01%	171
2025 Q1	$3.1K	Hold	48	–	–	﹤0.01%	157
2024 Q4	$3.17K	Hold	48	–	–	﹤0.01%	159
2024 Q3	$3.17K	Hold	48	–	–	﹤0.01%	156
2024 Q2	$2.9K	Hold	48	–	–	﹤0.01%	154
2024 Q1	$3K	Hold	48	–	–	﹤0.01%	149
2023 Q4	$2.79K	Buy	+48	New	+$2.56K	﹤0.01%	150

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

Arvest Investments's VO Position: Q2 2026 in Review

Arvest Investments held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 44 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #207.

Arvest Investments first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Arvest Investments held 44 shares of Vanguard Morningstar Mid-Cap ETF worth $3.54K as of Q2 2026.
Arvest Investments left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Arvest Investments's portfolio in Q2 2026, its #207 holding.
Arvest Investments first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.