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

Beacon Investment Advisory Services’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	$585K	Hold	7,260	–	–	0.02%	176
2026 Q1	$521K	Hold	7,260	–	–	0.02%	179
2025 Q4	$527K	Buy	7,260 +280	+4%	+$20.4K	0.02%	172
2025 Q3	$513K	Sell	6,980 -932	-12%	-$66.9K	0.02%	173
2025 Q2	$554K	Sell	7,912 -96	-1%	-$6.3K	0.02%	164
2025 Q1	$518K	Sell	8,008 -200	-2%	-$13.4K	0.02%	161
2024 Q4	$542K	Hold	8,208	–	–	0.02%	165
2024 Q3	$541K	Buy	8,208 +1,000	+14%	+$62.8K	0.02%	172
2024 Q2	$436K	Hold	7,208	–	–	0.02%	180
2024 Q1	$450K	Hold	7,208	–	–	0.02%	183
2023 Q4	$419K	Sell	7,208 -32	-0.4%	-$1.71K	0.02%	193
2023 Q3	$377K	Buy	7,240 +32	+0.4%	+$1.75K	0.02%	216
2023 Q2	$397K	Buy	7,208 +736	+11%	+$38.6K	0.02%	213
2023 Q1	$341K	Sell	6,472 -188	-3%	-$10K	0.02%	218
2022 Q4	$339K	Buy	+6,660	New	+$339K	0.02%	215
2022 Q3	–	Sell	-4,292	Closed	-$211K	–	294
2022 Q2	$211K	Buy	4,292 +232	+6%	+$12.5K	0.01%	271
2022 Q1	$241K	Hold	4,060	–	–	0.01%	271
2021 Q4	$259K	Hold	4,060	–	–	0.01%	270
2021 Q3	$240K	Hold	4,060	–	–	0.01%	279
2021 Q2	$241K	Hold	4,060	–	–	0.01%	285
2021 Q1	$225K	Sell	4,060 -20	-0.5%	-$1.08K	0.01%	280
2020 Q4	$211K	Buy	+4,080	New	+$198K	0.01%	268

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 Investment Advisory Services's VO Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 7,260 shares worth $585K. The position accounts for 0.02% of the portfolio, ranked #176.

Beacon Investment Advisory Services first reported a position in VO in Q4 2020 and has held it in 22 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Beacon Investment Advisory Services held 7,260 shares of Vanguard Morningstar Mid-Cap ETF worth $585K as of Q2 2026.
Beacon Investment Advisory Services left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #176 holding.
Beacon Investment Advisory Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.