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

Buttonwood 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	$700K	Sell	8,684 -484	-5%	-$37.5K	0.21%	72
2026 Q1	$658K	Sell	9,168 -32	-0.3%	-$2.38K	0.22%	71
2025 Q4	$668K	Sell	9,200 -52	-0.6%	-$3.78K	0.22%	67
2025 Q3	$679K	Sell	9,252 -348	-4%	-$25K	0.23%	66
2025 Q2	$672K	Sell	9,600 -48	-0.5%	-$3.15K	0.27%	56
2025 Q1	$624K	Sell	9,648 -420	-4%	-$28.2K	0.27%	62
2024 Q4	$665K	Buy	10,068 +4	+0%	+$272	0.29%	61
2024 Q3	$664K	Sell	10,064 -912	-8%	-$57.3K	0.29%	62
2024 Q2	$664K	Sell	10,976 -600	-5%	-$36.5K	0.31%	57
2024 Q1	$723K	Hold	11,576	–	–	0.34%	56
2023 Q4	$673K	Sell	11,576 -356	-3%	-$19K	0.37%	56
2023 Q3	$621K	Buy	11,932 +3,344	+39%	+$183K	0.39%	57
2023 Q2	$473K	Buy	+8,588	New	+$450K	0.3%	64

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

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

Buttonwood Financial Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.3% in Q2 2026, selling an estimated $37.5K and leaving 8,684 shares worth $700K. The position accounts for 0.21% of the portfolio, ranked #72.

Buttonwood Financial Advisors first reported a position in VO in Q2 2023 and has held it in 13 quarters since. The position peaked at $723K in Q1 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Buttonwood Financial Advisors held 8,684 shares of Vanguard Morningstar Mid-Cap ETF worth $700K as of Q2 2026.
Buttonwood Financial Advisors sold 484 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $37.5K.
Vanguard Morningstar Mid-Cap ETF made up 0.21% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #72 holding.
Buttonwood Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
Buttonwood Financial Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $723K in Q1 2024.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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