Avidian Wealth Enterprises’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Avidian Wealth Enterprises’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	$16.3M	Buy	202,787 +14,171	+8%	+$1.1M	0.45%	39
2026 Q1	$13.5M	Sell	188,616 -3,092	-2%	-$230K	0.43%	41
2025 Q4	$13.9M	Sell	191,708 -3,316	-2%	-$241K	0.51%	37
2025 Q3	$14.3M	Sell	195,024 -21,472	-10%	-$1.54M	0.54%	32
2025 Q2	$15.1M	Sell	216,496 -2,056	-0.9%	-$135K	0.62%	33
2025 Q1	$14.1M	Sell	218,552 -3,612	-2%	-$242K	0.63%	34
2024 Q4	$14.7M	Sell	222,164 -4,920	-2%	-$334K	0.66%	30
2024 Q3	$15M	Sell	227,084 -9,688	-4%	-$608K	0.68%	31
2024 Q2	$14.3M	Buy	236,772 +23,700	+11%	+$1.44M	0.6%	27
2024 Q1	$13.3M	Sell	213,072 -16,228	-7%	-$959K	0.65%	30
2023 Q4	$13.3M	Sell	229,300 -69,912	-23%	-$3.74M	0.82%	27
2023 Q3	$15.6M	Sell	299,212 -57,028	-16%	-$3.13M	1.1%	18
2023 Q2	$19.6M	Buy	356,240 +77,548	+28%	+$4.07M	1.28%	13
2023 Q1	$14.7M	Buy	+278,692	New	+$14.8M	0.81%	29
2022 Q1	–	Sell	-7,984	Closed	-$509K	–	580
2021 Q4	$509K	Buy	+7,984	New	+$500K	0.03%	297

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

Avidian Wealth Enterprises's VO Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.5% in Q2 2026, buying an estimated $1.1M and bringing the position to 202,787 shares worth $16.3M. The position accounts for 0.45% of the portfolio, ranked #39.

Avidian Wealth Enterprises first reported a position in VO in Q4 2021 and has held it in 15 quarters since. The position peaked at $19.6M in Q2 2023. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Avidian Wealth Enterprises held 202,787 shares of Vanguard Morningstar Mid-Cap ETF worth $16.3M as of Q2 2026.
Avidian Wealth Enterprises bought 14,171 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.1M.
Vanguard Morningstar Mid-Cap ETF made up 0.45% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #39 holding.
Avidian Wealth Enterprises first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 15 quarters since.
Avidian Wealth Enterprises's Vanguard Morningstar Mid-Cap ETF position peaked at $19.6M in Q2 2023.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.