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

Bluestem Financial 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 		$1.18M Sell
14,633
-883
-6% -$68.5K 0.41% 23
2026
Q1 		$1.11M Buy
15,516
+8
+0.1% +$594 0.43% 23
2025
Q4 		$1.13M Buy
15,508
+232
+2% +$16.9K 0.43% 22
2025
Q3 		$1.12M Sell
15,276
-444
-3% -$31.9K 0.44% 22
2025
Q2 		$1.1M Sell
15,720
-1,292
-8% -$84.8K 0.47% 22
2025
Q1 		$1.1M Buy
17,012
+36
+0.2% +$2.42K 0.51% 19
2024
Q4 		$1.12M Sell
16,976
-516
-3% -$35K 0.53% 19
2024
Q3 		$1.15M Sell
17,492
-1,036
-6% -$65K 0.54% 19
2024
Q2 		$1.12M Sell
18,528
-204
-1% -$12.4K 0.57% 19
2024
Q1 		$1.17M Buy
18,732
+2,712
+17% +$160K 0.6% 19
2023
Q4 		$932K Sell
16,020
-92
-0.6% -$4.92K 0.54% 19
2023
Q3 		$839K Buy
16,112
+24
+0.1% +$1.32K 0.51% 19
2023
Q2 		$886K Sell
16,088
-172
-1% -$9.02K 0.54% 19
2023
Q1 		$857K Buy
16,260
+20
+0.1% +$1.06K 0.53% 18
2022
Q4 		$827K Sell
16,240
-152
-0.9% -$7.74K 0.54% 18
2022
Q3 		$770K Sell
16,392
-340
-2% -$17.8K 0.54% 19
2022
Q2 		$824K Sell
16,732
-140
-0.8% -$7.56K 0.57% 18
2022
Q1 		$1M Buy
16,872
+16
+0.1% +$939 0.63% 18
2021
Q4 		$1.07M Sell
16,856
-144
-0.8% -$9.03K 0.67% 15
2021
Q3 		$1.01M Sell
17,000
-664
-4% -$40.1K 0.66% 15
2021
Q2 		$1.05M Sell
17,664
-2,312
-12% -$134K 0.71% 15
2021
Q1 		$1.1M Buy
19,976
+24
+0.1% +$1.3K 0.79% 13
2020
Q4 		$1.03M Buy
19,952
+3,256
+20% +$158K 0.76% 13
2020
Q3 		$736K Buy
16,696
+64
+0.4% +$2.79K 0.62% 14
2020
Q2 		$682K Sell
16,632
-2,456
-13% -$94.1K 0.62% 12
2020
Q1 		$628K Sell
19,088
-4,852
-20% -$201K 0.68% 10
2019
Q4 		$1.07M Buy
+23,940
New +$1.03M 0.97% 10

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bluestem Financial Advisors's VO Position: Q2 2026 in Review

Bluestem Financial Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.7% in Q2 2026, selling an estimated $68.5K and leaving 14,633 shares worth $1.18M. The position accounts for 0.41% of the portfolio, ranked #23.

Bluestem Financial Advisors first reported a position in VO in Q4 2019 and has held it in 27 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Bluestem Financial Advisors held 14,633 shares of Vanguard Morningstar Mid-Cap ETF worth $1.18M as of Q2 2026.
  • Bluestem Financial Advisors sold 883 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $68.5K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.41% of Bluestem Financial Advisors's portfolio in Q2 2026, its #23 holding.
  • Bluestem Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Bluestem Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.