Avaii Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Avaii Wealth 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	$424K	Buy	5,257 +1	+0%	+$78	0.12%	107
2026 Q1	$377K	Hold	5,256	–	–	0.13%	98
2025 Q4	$381K	Hold	5,256	–	–	0.14%	94
2025 Q3	$386K	Buy	5,256 +32	+0.6%	+$2.3K	0.15%	90
2025 Q2	$365K	Hold	5,224	–	–	0.16%	80
2025 Q1	$338K	Hold	5,224	–	–	0.18%	74
2024 Q4	$345K	Sell	5,224 -160	-3%	-$10.9K	0.17%	82
2024 Q3	$355K	Sell	5,384 -24	-0.4%	-$1.51K	0.18%	81
2024 Q2	$327K	Hold	5,408	–	–	0.18%	100
2024 Q1	$338K	Sell	5,408 -12	-0.2%	-$709	0.2%	97
2023 Q4	$315K	Hold	5,420	–	–	0.21%	103
2023 Q3	$282K	Hold	5,420	–	–	0.21%	103
2023 Q2	$298K	Sell	5,420 -56	-1%	-$2.94K	0.23%	99
2023 Q1	$289K	Sell	5,476 -20	-0.4%	-$1.06K	0.25%	95
2022 Q4	$280K	Hold	5,496	–	–	0.25%	93
2022 Q3	$258K	Hold	5,496	–	–	0.27%	88
2022 Q2	$271K	Hold	5,496	–	–	0.29%	75
2022 Q1	$327K	Buy	5,496 +76	+1%	+$4.46K	0.3%	65
2021 Q4	$345K	Buy	+5,420	New	+$340K	0.35%	65

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

Avaii Wealth Management's VO Position: Q2 2026 in Review

Avaii Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.02% in Q2 2026, buying an estimated $78 and bringing the position to 5,257 shares worth $424K. The position accounts for 0.12% of the portfolio, ranked #107.

Avaii Wealth Management first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Avaii Wealth Management held 5,257 shares of Vanguard Morningstar Mid-Cap ETF worth $424K as of Q2 2026.
Avaii Wealth Management bought 1 Vanguard Morningstar Mid-Cap ETF share in Q2 2026, an estimated $78.
Vanguard Morningstar Mid-Cap ETF made up 0.12% of Avaii Wealth Management's portfolio in Q2 2026, its #107 holding.
Avaii Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.