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

Astoria Portfolio 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	$572K	Sell	7,098 -22,086	-76%	-$1.71M	0.1%	161
2026 Q1	$559K	Buy	29,184 +22,092	+312%	+$1.64M	0.12%	123
2025 Q4	$533K	Buy	7,092 +648	+10%	+$47.1K	0.12%	131
2025 Q3	$476K	Buy	6,444 +8	+0.1%	+$575	0.12%	146
2025 Q2	$463K	Buy	6,436 +2,456	+62%	+$161K	0.13%	142
2025 Q1	$248K	Sell	3,980 -2,812	-41%	-$189K	0.08%	191
2024 Q4	$453K	Buy	+6,792	New	+$461K	0.16%	118
2023 Q2	–	Sell	-5,508	Closed	-$287K	–	202
2023 Q1	$287K	Buy	5,508 +948	+21%	+$50.4K	0.12%	142
2022 Q4	$243K	Buy	+4,560	New	+$232K	0.11%	172

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

Astoria Portfolio Advisors's VO Position: Q2 2026 in Review

Astoria Portfolio Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 76% in Q2 2026, selling an estimated $1.71M and leaving 7,098 shares worth $572K. The position accounts for 0.1% of the portfolio, ranked #161.

Astoria Portfolio Advisors first reported a position in VO in Q4 2022 and has held it in 9 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Astoria Portfolio Advisors held 7,098 shares of Vanguard Morningstar Mid-Cap ETF worth $572K as of Q2 2026.
Astoria Portfolio Advisors sold 22,086 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.71M.
Vanguard Morningstar Mid-Cap ETF made up 0.1% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #161 holding.
Astoria Portfolio Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 9 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.