Brindle & Bay Financial Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Brindle & Bay 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	$1.79M	Sell	22,158 -49,026	-69%	-$3.8M	0.89%	24
2026 Q1	$5.11M	Buy	71,184 +54,728	+333%	+$4.07M	3.14%	10
2025 Q4	$1.19M	Buy	+16,456	New	+$1.2M	0.79%	26

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

Brindle & Bay Financial Advisors's VO Position: Q2 2026 in Review

Brindle & Bay Financial Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 69% in Q2 2026, selling an estimated $3.8M and leaving 22,158 shares worth $1.79M. The position accounts for 0.89% of the portfolio, ranked #24.

Brindle & Bay Financial Advisors first reported a position in VO in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.11M in Q1 2026. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Brindle & Bay Financial Advisors held 22,158 shares of Vanguard Morningstar Mid-Cap ETF worth $1.79M as of Q2 2026.
Brindle & Bay Financial Advisors sold 49,026 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $3.8M.
Vanguard Morningstar Mid-Cap ETF made up 0.89% of Brindle & Bay Financial Advisors's portfolio in Q2 2026, its #24 holding.
Brindle & Bay Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
Brindle & Bay Financial Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $5.11M in Q1 2026.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Brindle & Bay Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.