Avestar Capital’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Avestar Capital’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	$578K	Buy	7,176 +628	+10%	+$48.7K	0.03%	344
2026 Q1	$470K	Sell	6,548 -20	-0.3%	-$1.49K	0.03%	362
2025 Q4	$477K	Buy	6,568 +16	+0.2%	+$1.16K	0.03%	345
2025 Q3	$481K	Buy	6,552 +2,092	+47%	+$150K	0.03%	343
2025 Q2	$312K	Buy	+4,460	New	+$293K	0.02%	383
2025 Q1	–	Sell	-5,668	Closed	-$374K	–	554
2024 Q4	$374K	Buy	+5,668	New	+$385K	0.03%	343
2024 Q2	–	Sell	-62,472	Closed	-$3.9M	–	518
2024 Q1	$3.9M	Buy	62,472 +46,076	+281%	+$2.72M	0.41%	51
2023 Q4	$954K	Buy	16,396 +1,976	+14%	+$106K	0.11%	122
2023 Q3	$751K	Buy	+14,420	New	+$791K	0.11%	122

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

Avestar Capital's VO Position: Q2 2026 in Review

Avestar Capital increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 9.6% in Q2 2026, buying an estimated $48.7K and bringing the position to 7,176 shares worth $578K. The position accounts for 0.03% of the portfolio, ranked #344.

Avestar Capital first reported a position in VO in Q3 2023 and has held it in 9 quarters since. The position peaked at $3.9M in Q1 2024. 2,486 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Avestar Capital held 7,176 shares of Vanguard Morningstar Mid-Cap ETF worth $578K as of Q2 2026.
Avestar Capital bought 628 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $48.7K.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Avestar Capital's portfolio in Q2 2026, its #344 holding.
Avestar Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2023 and has held it in 9 quarters since.
Avestar Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $3.9M in Q1 2024.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.