Balanced Rock Investment Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Balanced Rock Investment Advisors’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	$1.92M	Sell	23,854 -754	-3%	-$58.5K	1.2%	27
2026 Q1	$1.77M	Buy	24,608 +1,580	+7%	+$117K	1.24%	28
2025 Q4	$1.67M	Buy	23,028 +1,848	+9%	+$134K	1.19%	29
2025 Q3	$1.56M	Buy	21,180 +1,188	+6%	+$85.3K	1.14%	30
2025 Q2	$1.4M	Buy	+19,992	New	+$1.31M	1.1%	30

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

Balanced Rock Investment Advisors's VO Position: Q2 2026 in Review

Balanced Rock Investment Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.1% in Q2 2026, selling an estimated $58.5K and leaving 23,854 shares worth $1.92M. The position accounts for 1.2% of the portfolio, ranked #27.

Balanced Rock Investment Advisors first reported a position in VO in Q2 2025 and has held it in 5 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Balanced Rock Investment Advisors held 23,854 shares of Vanguard Morningstar Mid-Cap ETF worth $1.92M as of Q2 2026.
Balanced Rock Investment Advisors sold 754 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $58.5K.
Vanguard Morningstar Mid-Cap ETF made up 1.2% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #27 holding.
Balanced Rock Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.