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

Auxano 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	$205K	Sell	2,548 -652	-20%	-$50.5K	0.04%	201
2026 Q1	$230K	Buy	3,200 +188	+6%	+$14K	0.05%	184
2025 Q4	$219K	Hold	3,012	–	–	0.04%	179
2025 Q3	$221K	Hold	3,012	–	–	0.05%	162
2025 Q2	$211K	Buy	+3,012	New	+$198K	0.05%	158
2024 Q4	–	Sell	-3,412	Closed	-$225K	–	169
2024 Q3	$225K	Buy	+3,412	New	+$214K	0.06%	148

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 22.9% 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

Auxano Advisors's VO Position: Q2 2026 in Review

Auxano Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 20% in Q2 2026, selling an estimated $50.5K and leaving 2,548 shares worth $205K. The position accounts for 0.04% of the portfolio, ranked #201.

Auxano Advisors first reported a position in VO in Q3 2024 and has held it in 6 quarters since. The position peaked at $230K in Q1 2026. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Auxano Advisors held 2,548 shares of Vanguard Morningstar Mid-Cap ETF worth $205K as of Q2 2026.
Auxano Advisors sold 652 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $50.5K.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of Auxano Advisors's portfolio in Q2 2026, its #201 holding.
Auxano Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 6 quarters since.
Auxano Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $230K in Q1 2026.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Auxano Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.