Athena Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Athena Investment Management’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	$987K	Sell	12,250 -930	-7%	-$72.1K	0.59%	43
2026 Q1	$946K	Buy	13,180 +828	+7%	+$61.5K	0.49%	53
2025 Q4	$896K	Buy	12,352 +608	+5%	+$44.2K	0.46%	53
2025 Q3	$862K	Buy	11,744 +2,232	+23%	+$160K	0.45%	52
2025 Q2	$665K	Buy	9,512 +2,156	+29%	+$142K	0.37%	71
2025 Q1	$476K	Hold	7,356	–	–	0.29%	82
2024 Q4	$486K	Hold	7,356	–	–	0.28%	83
2024 Q3	$485K	Hold	7,356	–	–	0.28%	86
2024 Q2	$445K	Hold	7,356	–	–	0.27%	84
2024 Q1	$459K	Hold	7,356	–	–	0.28%	84
2023 Q4	$428K	Hold	7,356	–	–	0.28%	86
2023 Q3	$383K	Hold	7,356	–	–	0.27%	87
2023 Q2	$405K	Hold	7,356	–	–	0.28%	87
2023 Q1	$388K	Hold	7,356	–	–	0.28%	86
2022 Q4	$375K	Hold	7,356	–	–	0.27%	87
2022 Q3	$346K	Hold	7,356	–	–	0.29%	83
2022 Q2	$362K	Buy	7,356 +3,000	+69%	+$162K	0.29%	86
2022 Q1	$260K	Buy	+4,356	New	+$256K	0.2%	103

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

Athena Investment Management's VO Position: Q2 2026 in Review

Athena Investment Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.1% in Q2 2026, selling an estimated $72.1K and leaving 12,250 shares worth $987K. The position accounts for 0.59% of the portfolio, ranked #43.

Athena Investment Management first reported a position in VO in Q1 2022 and has held it in 18 quarters since. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Athena Investment Management held 12,250 shares of Vanguard Morningstar Mid-Cap ETF worth $987K as of Q2 2026.
Athena Investment Management sold 930 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $72.1K.
Vanguard Morningstar Mid-Cap ETF made up 0.59% of Athena Investment Management's portfolio in Q2 2026, its #43 holding.
Athena Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.