BOS Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

BOS Asset Management’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	$1.99M	Buy	24,750 +154	+0.6%	+$11.9K	0.46%	49
2026 Q1	$1.77M	Buy	24,596 +508	+2%	+$37.7K	0.45%	46
2025 Q4	$1.75M	Hold	24,088	–	–	0.47%	46
2025 Q3	$1.77M	Buy	24,088 +400	+2%	+$28.7K	0.5%	43
2025 Q2	$1.66M	Buy	23,688 +92	+0.4%	+$6.04K	0.53%	42
2025 Q1	$1.53M	Sell	23,596 -60	-0.3%	-$4.03K	0.52%	39
2024 Q4	$1.56M	Sell	23,656 -300	-1%	-$20.4K	0.56%	37
2024 Q3	$1.58M	Buy	23,956 +120	+0.5%	+$7.53K	0.58%	33
2024 Q2	$1.44M	Sell	23,836 -380	-2%	-$23.1K	0.67%	30
2024 Q1	$1.51M	Buy	24,216 +108	+0.4%	+$6.38K	0.79%	28
2023 Q4	$1.4M	Buy	24,108 +80	+0.3%	+$4.27K	0.96%	25
2023 Q3	$1.25M	Sell	24,028 -164	-0.7%	-$8.99K	0.92%	27
2023 Q2	$1.33M	Buy	24,192 +96	+0.4%	+$5.03K	1.03%	28
2023 Q1	$1.27M	Buy	24,096 +60	+0.2%	+$3.19K	1.06%	29
2022 Q4	$1.22M	Buy	+24,036	New	+$1.22M	1.09%	24

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

BOS Asset Management's VO Position: Q2 2026 in Review

BOS Asset Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.63% in Q2 2026, buying an estimated $11.9K and bringing the position to 24,750 shares worth $1.99M. The position accounts for 0.46% of the portfolio, ranked #49.

BOS Asset Management first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

BOS Asset Management held 24,750 shares of Vanguard Morningstar Mid-Cap ETF worth $1.99M as of Q2 2026.
BOS Asset Management bought 154 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $11.9K.
Vanguard Morningstar Mid-Cap ETF made up 0.46% of BOS Asset Management's portfolio in Q2 2026, its #49 holding.
BOS Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.