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

Columbia Advisory Partners’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	$330K	Sell	4,099 -965	-19%	-$74.8K	0.18%	71
2026 Q1	$364K	Sell	5,064 -92	-2%	-$6.83K	0.23%	58
2025 Q4	$374K	Buy	5,156 +796	+18%	+$57.9K	0.25%	57
2025 Q3	$320K	Buy	+4,360	New	+$313K	0.22%	61
2025 Q2	–	Sell	-3,172	Closed	-$205K	–	82
2025 Q1	$205K	Sell	3,172 -4,472	-59%	-$300K	0.18%	67
2024 Q4	$505K	Buy	+7,644	New	+$519K	0.47%	33
2024 Q3	–	Sell	-5,880	Closed	-$356K	–	64
2024 Q2	$356K	Sell	5,880 -5,272	-47%	-$320K	0.35%	35
2024 Q1	$697K	Buy	11,152 +6,632	+147%	+$392K	0.71%	22
2023 Q4	$263K	Buy	4,520 +668	+17%	+$35.7K	0.27%	51
2023 Q3	$201K	Sell	3,852 -148	-4%	-$8.12K	0.22%	63
2023 Q2	$220K	Buy	4,000 +28	+0.7%	+$1.47K	0.24%	51
2023 Q1	$209K	Sell	3,972 -1,096	-22%	-$58.3K	0.2%	54
2022 Q4	$258K	Buy	+5,068	New	+$258K	0.25%	50
2022 Q1	–	Sell	-4,988	Closed	-$318K	–	70
2021 Q4	$318K	Buy	+4,988	New	+$313K	0.32%	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

Columbia Advisory Partners's VO Position: Q2 2026 in Review

Columbia Advisory Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 19% in Q2 2026, selling an estimated $74.8K and leaving 4,099 shares worth $330K. The position accounts for 0.18% of the portfolio, ranked #71.

Columbia Advisory Partners first reported a position in VO in Q4 2021 and has held it in 14 quarters since. The position peaked at $697K in Q1 2024. 2,485 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Columbia Advisory Partners held 4,099 shares of Vanguard Morningstar Mid-Cap ETF worth $330K as of Q2 2026.
Columbia Advisory Partners sold 965 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $74.8K.
Vanguard Morningstar Mid-Cap ETF made up 0.18% of Columbia Advisory Partners's portfolio in Q2 2026, its #71 holding.
Columbia Advisory Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 14 quarters since.
Columbia Advisory Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $697K in Q1 2024.
2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.