Carson Advisory’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Carson Advisory’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	$347K	Buy	4,312 +924	+27%	+$71.6K	0.16%	126
2026 Q1	$243K	Buy	3,388 +328	+11%	+$24.4K	0.13%	161
2025 Q4	$222K	Sell	3,060 -96	-3%	-$6.98K	0.12%	171
2025 Q3	$232K	Sell	3,156 -628	-17%	-$45.1K	0.13%	157
2025 Q2	$265K	Sell	3,784 -572	-13%	-$37.5K	0.17%	132
2025 Q1	$282K	Buy	4,356 +148	+4%	+$9.93K	0.19%	124
2024 Q4	$278K	Buy	4,208 +152	+4%	+$10.3K	0.19%	125
2024 Q3	$267K	Buy	4,056 +112	+3%	+$7.03K	0.17%	139
2024 Q2	$239K	Buy	3,944 +484	+14%	+$29.4K	0.17%	143
2024 Q1	$216K	Buy	+3,460	New	+$204K	0.15%	156
2022 Q2	–	Sell	-4,040	Closed	-$240K	–	138
2022 Q1	$240K	Buy	+4,040	New	+$237K	0.24%	111

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

Carson Advisory's VO Position: Q2 2026 in Review

Carson Advisory increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 27% in Q2 2026, buying an estimated $71.6K and bringing the position to 4,312 shares worth $347K. The position accounts for 0.16% of the portfolio, ranked #126.

Carson Advisory first reported a position in VO in Q1 2022 and has held it in 11 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Carson Advisory held 4,312 shares of Vanguard Morningstar Mid-Cap ETF worth $347K as of Q2 2026.
Carson Advisory bought 924 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $71.6K.
Vanguard Morningstar Mid-Cap ETF made up 0.16% of Carson Advisory's portfolio in Q2 2026, its #126 holding.
Carson Advisory first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 11 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.