Brio Consultants’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Brio Consultants’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	$1.58M	Sell	19,586 -59,182	-75%	-$4.59M	0.18%	63
2026 Q1	$1.53M	Buy	78,768 +55,696	+241%	+$4.14M	0.19%	61
2025 Q4	$1.67M	Buy	23,072 +1,304	+6%	+$94.9K	0.22%	59
2025 Q3	$1.6M	Sell	21,768 -3,344	-13%	-$240K	0.22%	57
2025 Q2	$1.76M	Sell	25,112 -8,768	-26%	-$576K	0.26%	53
2025 Q1	$2.19M	Sell	33,880 -14,548	-30%	-$976K	0.34%	48
2024 Q4	$3.2M	Sell	48,428 -1,764	-4%	-$120K	0.5%	37
2024 Q3	$3.31M	Sell	50,192 -580	-1%	-$36.4K	0.53%	36
2024 Q2	$3.07M	Sell	50,772 -2,000	-4%	-$122K	0.51%	37
2024 Q1	$3.3M	Sell	52,772 -1,220	-2%	-$72.1K	0.56%	36
2023 Q4	$3.14M	Sell	53,992 -2,120	-4%	-$113K	0.56%	37
2023 Q3	$2.92M	Buy	56,112 +300	+0.5%	+$16.5K	0.55%	38
2023 Q2	$3.07M	Sell	55,812 -7,332	-12%	-$384K	0.56%	37
2023 Q1	$3.33M	Sell	63,144 -7,952	-11%	-$423K	0.62%	38
2022 Q4	$3.62M	Sell	71,096 -4,196	-6%	-$214K	0.72%	35
2022 Q3	$3.68M	Sell	75,292 -28,048	-27%	-$1.47M	0.78%	35
2022 Q2	$5.11M	Sell	103,340 -191,168	-65%	-$10.3M	1.16%	25
2022 Q1	$17.5M	Buy	294,508 +27,060	+10%	+$1.59M	3.73%	7
2021 Q4	$17M	Buy	267,448 +11,908	+5%	+$746K	4%	8
2021 Q3	$15.1M	Buy	255,540 +10,972	+4%	+$663K	3.67%	9
2021 Q2	$14.5M	Buy	244,568 +18,016	+8%	+$1.04M	3.71%	9
2021 Q1	$12.5M	Buy	226,552 +17,612	+8%	+$956K	3.69%	9
2020 Q4	$10.8M	Sell	208,940 -36,528	-15%	-$1.77M	3.49%	9
2020 Q3	$10.8M	Buy	245,468 +12,052	+5%	+$525K	3.27%	10
2020 Q2	$9.56M	Buy	233,416 +124,964	+115%	+$4.79M	3.19%	10
2020 Q1	$3.57M	Buy	108,452 +31,204	+40%	+$1.29M	1.43%	21
2019 Q4	$3.44M	Buy	77,248 +70,072	+976%	+$3.01M	1.16%	22
2019 Q3	$301K	Buy	7,176 +36	+0.5%	+$1.5K	0.11%	58
2019 Q2	$298K	Sell	7,140 -208	-3%	-$8.51K	0.12%	56
2019 Q1	$295K	Sell	7,348 -1,020	-12%	-$39.2K	0.13%	52
2018 Q4	$289K	Buy	+8,368	New	+$314K	0.15%	55

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

Brio Consultants's VO Position: Q2 2026 in Review

Brio Consultants reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 75% in Q2 2026, selling an estimated $4.59M and leaving 19,586 shares worth $1.58M. The position accounts for 0.18% of the portfolio, ranked #63.

Brio Consultants first reported a position in VO in Q4 2018 and has held it in 31 quarters since. The position peaked at $17.5M in Q1 2022. 2,483 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Brio Consultants held 19,586 shares of Vanguard Morningstar Mid-Cap ETF worth $1.58M as of Q2 2026.
Brio Consultants sold 59,182 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $4.59M.
Vanguard Morningstar Mid-Cap ETF made up 0.18% of Brio Consultants's portfolio in Q2 2026, its #63 holding.
Brio Consultants first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
Brio Consultants's Vanguard Morningstar Mid-Cap ETF position peaked at $17.5M in Q1 2022.
2,483 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.