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

Bell 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	$113K	Sell	1,407 -1	-0.1%	-$78	0.02%	170
2026 Q1	$101K	Hold	1,408	–	–	0.02%	172
2025 Q4	$102K	Hold	1,408	–	–	0.02%	167
2025 Q3	$103K	Hold	1,408	–	–	0.02%	156
2025 Q2	$98.5K	Sell	1,408 -312	-18%	-$20.5K	0.02%	162
2025 Q1	$111K	Hold	1,720	–	–	0.02%	134
2024 Q4	$113K	Hold	1,720	–	–	0.02%	138
2024 Q3	$113K	Sell	1,720 -80	-4%	-$5.02K	0.02%	136
2024 Q2	$109K	Sell	1,800 -44	-2%	-$2.67K	0.02%	135
2024 Q1	$115K	Buy	1,844 +4	+0.2%	+$236	0.02%	133
2023 Q4	$107K	Buy	1,840 +4	+0.2%	+$214	0.02%	127
2023 Q3	$95.6K	Hold	1,836	–	–	0.02%	123
2023 Q2	$101K	Buy	1,836 +4	+0.2%	+$210	0.02%	109
2023 Q1	$96.6K	Sell	1,832 -484	-21%	-$25.8K	0.02%	101
2022 Q4	$118K	Buy	2,316 +8	+0.3%	+$407	0.03%	100
2022 Q3	$109K	Buy	2,308 +4	+0.2%	+$209	0.03%	77
2022 Q2	$113K	Buy	+2,304	New	+$124K	0.03%	83
2021 Q4	$156K	Sell	2,452 -416	-15%	-$26.1K	0.04%	82
2021 Q3	$170K	Buy	+2,868	New	+$173K	0.05%	76

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

Bell Investment Advisors's VO Position: Q2 2026 in Review

Bell Investment Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.07% in Q2 2026, selling an estimated $78 and leaving 1,407 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #170.

Bell Investment Advisors first reported a position in VO in Q3 2021 and has held it in 19 quarters since. The position peaked at $170K in Q3 2021. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Bell Investment Advisors held 1,407 shares of Vanguard Morningstar Mid-Cap ETF worth $113K as of Q2 2026.
Bell Investment Advisors sold 1 Vanguard Morningstar Mid-Cap ETF share in Q2 2026, an estimated $78.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Bell Investment Advisors's portfolio in Q2 2026, its #170 holding.
Bell Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $170K in Q3 2021.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.