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

Avion Wealth’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 		$17.3M Buy
214,461
+17,529
+9% +$1.36M 3.22% 10
2026
Q1 		$14.1M Buy
196,932
+17,516
+10% +$1.3M 2.92% 10
2025
Q4 		$13M Buy
179,416
+20,196
+13% +$1.47M 2.73% 10
2025
Q3 		$11.7M Buy
159,220
+3,632
+2% +$261K 2.51% 11
2025
Q2 		$10.9M Sell
155,588
-6,964
-4% -$457K 2.48% 11
2025
Q1 		$10.7M Hold
162,552
– – 2.75% 10
2024
Q4 		$10.7M Sell
162,552
-1,804
-1% -$122K 2.76% 10
2024
Q3 		$10.8M Buy
164,356
+680
+0.4% +$42.7K 2.84% 11
2024
Q2 		$9.91M Sell
163,676
-4,896
-3% -$298K 2.73% 12
2024
Q1 		$10.5M Sell
168,572
-6,432
-4% -$380K 2.83% 12
2023
Q4 		$10.2M Sell
175,004
-3,072
-2% -$164K 2.86% 12
2023
Q3 		$9.27M Buy
178,076
+5,544
+3% +$304K 2.65% 13
2023
Q2 		$9.49M Sell
172,532
-6,004
-3% -$315K 2.49% 14
2023
Q1 		$9.1M Sell
178,536
-6,352
-3% -$338K 2.48% 14
2022
Q4 		$8.69M Hold
184,888
– – 2.7% 16
2022
Q3 		$8.69M Sell
184,888
-1,264
-0.7% -$66.1K 2.7% 16
2022
Q2 		$9.17M Sell
186,152
-1,944
-1% -$105K 2.84% 16
2022
Q1 		$11.2M Sell
188,096
-4,832
-3% -$283K 3.22% 12
2021
Q4 		$12.3M Sell
192,928
-3,844
-2% -$241K 3.48% 12
2021
Q3 		$11.6M Sell
196,772
-1,328
-0.7% -$80.2K 3.53% 11
2021
Q2 		$11.8M Buy
198,100
+1,240
+0.6% +$71.9K 3.58% 10
2021
Q1 		$10.9M Buy
196,860
+6,744
+4% +$366K 3.81% 9
2020
Q4 		$9.83M Buy
190,116
+36,664
+24% +$1.78M 3.09% 12
2020
Q3 		$6.76M Buy
153,452
+45,780
+43% +$1.99M 2.27% 11
2020
Q2 		$4.41M Buy
+107,672
New +$4.12M 1.54% 12

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Avion Wealth's VO Position: Q2 2026 in Review

Avion Wealth increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8.9% in Q2 2026, buying an estimated $1.36M and bringing the position to 214,461 shares worth $17.3M. The position accounts for 3.22% of the portfolio, ranked #10.

Avion Wealth first reported a position in VO in Q2 2020 and has held it in 25 quarters since. 2,480 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Avion Wealth held 214,461 shares of Vanguard Morningstar Mid-Cap ETF worth $17.3M as of Q2 2026.
  • Avion Wealth bought 17,529 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.36M.
  • Vanguard Morningstar Mid-Cap ETF made up 3.22% of Avion Wealth's portfolio in Q2 2026, its #10 holding.
  • Avion Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • 2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.