Benchmark Financial Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Benchmark Financial Wealth 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	$5.45M	Sell	67,674 -2	-0%	-$155	1.34%	21
2026 Q1	$4.86M	Sell	67,676 -1,396	-2%	-$104K	1.35%	20
2025 Q4	$5.01M	Sell	69,072 -760	-1%	-$55.3K	1.44%	20
2025 Q3	$5.13M	Sell	69,832 -772	-1%	-$55.4K	1.54%	19
2025 Q2	$4.94M	Sell	70,604 -1,604	-2%	-$105K	1.63%	16
2025 Q1	$4.67M	Sell	72,208 -35,348	-33%	-$2.37M	1.76%	14
2024 Q4	$7.1M	Buy	107,556 +2,480	+2%	+$168K	2.28%	12
2024 Q3	$6.93M	Sell	105,076 -1,192	-1%	-$74.8K	2.31%	12
2024 Q2	$6.43M	Sell	106,268 -5,140	-5%	-$312K	2.38%	12
2024 Q1	$6.96M	Sell	111,408 -2,436	-2%	-$144K	2.66%	9
2023 Q4	$6.62M	Sell	113,844 -1,972	-2%	-$105K	2.85%	9
2023 Q3	$6.03M	Buy	115,816 +1,248	+1%	+$68.4K	2.83%	9
2023 Q2	$6.31M	Buy	114,568 +1,576	+1%	+$82.6K	2.92%	9
2023 Q1	$5.96M	Sell	112,992 -652	-0.6%	-$34.7K	3.06%	10
2022 Q4	$5.79M	Sell	113,644 -19,912	-15%	-$1.01M	3.15%	11
2022 Q3	$6.28M	Buy	133,556 +1,424	+1%	+$74.4K	3.69%	10
2022 Q2	$6.51M	Sell	132,132 -20,012	-13%	-$1.08M	3.33%	10
2022 Q1	$9.05M	Buy	152,144 +11,832	+8%	+$694K	3.84%	9
2021 Q4	$8.94M	Buy	140,312 +12,688	+10%	+$795K	3.74%	9
2021 Q3	$7.55M	Buy	127,624 +5,800	+5%	+$350K	3.59%	9
2021 Q2	$7.23M	Buy	121,824 +10,996	+10%	+$637K	3.45%	11
2021 Q1	$6.13M	Buy	110,828 +5,068	+5%	+$275K	3.35%	11
2020 Q4	$5.47M	Buy	105,760 +5,408	+5%	+$262K	3.01%	12
2020 Q3	$4.42M	Buy	100,352 +4,492	+5%	+$196K	2.85%	13
2020 Q2	$3.93M	Buy	+95,860	New	+$3.67M	2.89%	10

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

Benchmark Financial Wealth Advisors's VO Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0% in Q2 2026, selling an estimated $155 and leaving 67,674 shares worth $5.45M. The position accounts for 1.34% of the portfolio, ranked #21.

Benchmark Financial Wealth Advisors first reported a position in VO in Q2 2020 and has held it in 25 quarters since. The position peaked at $9.05M in Q1 2022. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Benchmark Financial Wealth Advisors held 67,674 shares of Vanguard Morningstar Mid-Cap ETF worth $5.45M as of Q2 2026.
Benchmark Financial Wealth Advisors sold 2 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $155.
Vanguard Morningstar Mid-Cap ETF made up 1.34% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #21 holding.
Benchmark Financial Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2020 and has held it in 25 quarters since.
Benchmark Financial Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $9.05M in Q1 2022.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.