Baker Avenue Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Baker Avenue Asset 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	$224K	Buy	+2,774	New	+$215K	﹤0.01%	758
2026 Q1	–	Sell	-2,880	Closed	-$209K	–	789
2025 Q4	$209K	Buy	+2,880	New	+$210K	﹤0.01%	602
2023 Q4	–	Sell	-2,520	Closed	-$131K	–	1465
2023 Q3	$131K	Hold	2,520	–	–	0.01%	388
2023 Q2	$139K	Sell	2,520 -308	-11%	-$16.1K	0.01%	378
2023 Q1	$149K	Buy	2,828 +196	+7%	+$10.4K	0.01%	374
2022 Q4	$134K	Buy	+2,632	New	+$134K	0.01%	372

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

Baker Avenue Asset Management's VO Position: Q2 2026 in Review

Baker Avenue Asset Management opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 2,774 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #758 among its holdings. This is a return to the name: Baker Avenue Asset Management previously reported a position in VO as recently as Q4 2025.

Baker Avenue Asset Management first reported a position in VO in Q4 2022 and has held it in 6 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Baker Avenue Asset Management held 2,774 shares of Vanguard Morningstar Mid-Cap ETF worth $224K as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new Baker Avenue Asset Management position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #758 holding.
Baker Avenue Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 6 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.