Braun Stacey Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Braun Stacey Associates’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 Q1	–	Sell	-4,620	Closed	-$335K	–	119
2025 Q4	$335K	Sell	4,620 -288	-6%	-$20.9K	0.01%	107
2025 Q3	$360K	Buy	4,908 +540	+12%	+$38.8K	0.01%	106
2025 Q2	$306K	Sell	4,368 -400	-8%	-$26.3K	0.01%	106
2025 Q1	$308K	Buy	4,768 +1,648	+53%	+$111K	0.01%	112
2024 Q4	$206K	Hold	3,120	–	–	0.01%	116
2024 Q3	$206K	Buy	+3,120	New	+$196K	0.01%	114

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Braun Stacey Associates's VO Position: Q1 2026 in Review

Braun Stacey Associates sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 4,620 shares — an estimated $335K sold.

Braun Stacey Associates first reported a position in VO in Q3 2024 and held it in 6 quarters. The position peaked at $360K in Q3 2025. 2,404 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Braun Stacey Associates reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Braun Stacey Associates sold 4,620 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $335K.
Braun Stacey Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and held it in 6 quarters.
Braun Stacey Associates's Vanguard Morningstar Mid-Cap ETF position peaked at $360K in Q3 2025.
2,404 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Braun Stacey Associates's 13F filing for Q1 2026, filed 22 Apr 2026.