Bay Colony Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Bay Colony 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	$3.32M	Buy	41,145 +257	+0.6%	+$19.9K	0.37%	54
2026 Q1	$2.94M	Buy	40,888 +768	+2%	+$57.1K	0.36%	56
2025 Q4	$2.91M	Buy	40,120 +312	+0.8%	+$22.7K	0.35%	55
2025 Q3	$2.92M	Sell	39,808 -2,192	-5%	-$157K	0.35%	59
2025 Q2	$2.94M	Sell	42,000 -40	-0.1%	-$2.63K	0.41%	51
2025 Q1	$2.7M	Sell	42,040 -1,040	-2%	-$69.8K	0.41%	49
2024 Q4	$2.84M	Buy	43,080 +332	+0.8%	+$22.5K	0.42%	50
2024 Q3	$2.82M	Buy	42,748 +56	+0.1%	+$3.52K	0.43%	49
2024 Q2	$2.58M	Buy	42,692 +9,224	+28%	+$561K	0.43%	49
2024 Q1	$2.09M	Buy	33,468 +792	+2%	+$46.8K	0.37%	61
2023 Q4	$1.9M	Buy	32,676 +752	+2%	+$40.2K	0.37%	63
2023 Q3	$1.66M	Buy	31,924 +1,228	+4%	+$67.3K	0.4%	61
2023 Q2	$1.69M	Buy	30,696 +2,508	+9%	+$131K	0.41%	64
2023 Q1	$1.46M	Sell	28,188 -380	-1%	-$20.2K	0.39%	66
2022 Q4	$1.46M	Buy	28,568 +1,352	+5%	+$68.9K	0.38%	62
2022 Q3	$1.28M	Sell	27,216 -52	-0.2%	-$2.72K	0.38%	60
2022 Q2	$1.47M	Buy	27,268 +22,220	+440%	+$1.2M	0.37%	60
2022 Q1	$300K	Sell	5,048 -532	-10%	-$31.2K	0.07%	260
2021 Q4	$355K	Buy	5,580 +888	+19%	+$55.7K	0.1%	238
2021 Q3	$278K	Buy	4,692 +4	+0.1%	+$242	0.09%	271
2021 Q2	$278K	Sell	4,688 -384	-8%	-$22.3K	0.09%	274
2021 Q1	$281K	Buy	5,072 +824	+19%	+$44.7K	0.11%	238
2020 Q4	$220K	Buy	+4,248	New	+$206K	0.12%	255
2020 Q1	–	Sell	-4,396	Closed	-$201K	–	252
2019 Q4	$201K	Buy	+4,396	New	+$189K	0.13%	245
2018 Q3	–	Sell	-3,768	Closed	-$149K	–	871
2018 Q2	$149K	Buy	+3,768	New	+$148K	0.11%	188

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

Bay Colony Advisors's VO Position: Q2 2026 in Review

Bay Colony Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.63% in Q2 2026, buying an estimated $19.9K and bringing the position to 41,145 shares worth $3.32M. The position accounts for 0.37% of the portfolio, ranked #54.

Bay Colony Advisors first reported a position in VO in Q2 2018 and has held it in 25 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Bay Colony Advisors held 41,145 shares of Vanguard Morningstar Mid-Cap ETF worth $3.32M as of Q2 2026.
Bay Colony Advisors bought 257 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $19.9K.
Vanguard Morningstar Mid-Cap ETF made up 0.37% of Bay Colony Advisors's portfolio in Q2 2026, its #54 holding.
Bay Colony Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2018 and has held it in 25 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.