Beacon Financial Advisory’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Beacon Financial Advisory’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	$240K	Buy	2,977 +73	+3%	+$5.66K	0.05%	382
2026 Q1	$209K	Buy	+2,904	New	+$216K	0.05%	386
2024 Q3	–	Sell	-3,472	Closed	-$210K	–	318
2024 Q2	$210K	Buy	+3,472	New	+$211K	0.08%	265
2022 Q4	–	Sell	-22,460	Closed	-$1.06M	–	207
2022 Q3	$1.06M	Buy	22,460 +1,796	+9%	+$93.9K	0.75%	35
2022 Q2	$1.02M	Buy	20,664 +16	+0.1%	+$864	0.58%	49
2022 Q1	$1.23M	Buy	20,648 +44	+0.2%	+$2.58K	0.59%	46
2021 Q4	$1.31M	Sell	20,604 -524	-2%	-$32.8K	0.61%	44
2021 Q3	$1.25M	Buy	21,128 +700	+3%	+$42.3K	0.65%	42
2021 Q2	$1.21M	Buy	20,428 +1,648	+9%	+$95.5K	0.65%	40
2021 Q1	$1.04M	Buy	18,780 +684	+4%	+$37.1K	0.59%	42
2020 Q4	$935K	Buy	18,096 +11,048	+157%	+$535K	0.61%	48
2020 Q3	$310K	Buy	7,048 +12	+0.2%	+$523	0.27%	125
2020 Q2	$288K	Buy	7,036 +328	+5%	+$12.6K	0.31%	107
2020 Q1	$220K	Buy	6,708 +4	+0.1%	+$166	0.28%	120
2019 Q4	$298K	Buy	+6,704	New	+$288K	0.26%	115

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

Beacon Financial Advisory's VO Position: Q2 2026 in Review

Beacon Financial Advisory increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.5% in Q2 2026, buying an estimated $5.66K and bringing the position to 2,977 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #382.

Beacon Financial Advisory first reported a position in VO in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.31M in Q4 2021. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Beacon Financial Advisory held 2,977 shares of Vanguard Morningstar Mid-Cap ETF worth $240K as of Q2 2026.
Beacon Financial Advisory bought 73 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $5.66K.
Vanguard Morningstar Mid-Cap ETF made up 0.05% of Beacon Financial Advisory's portfolio in Q2 2026, its #382 holding.
Beacon Financial Advisory first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 15 quarters since.
Beacon Financial Advisory's Vanguard Morningstar Mid-Cap ETF position peaked at $1.31M in Q4 2021.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.