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

Continuum 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
Q1 		$6.47M Buy
90,060
+1,676
+2% +$125K 0.62% 30
2025
Q4 		$6.41M Sell
88,384
-1,972
-2% -$143K 0.64% 34
2025
Q3 		$6.64M Buy
90,356
+2,300
+3% +$165K 0.7% 31
2025
Q2 		$6.16M Buy
88,056
+292
+0.3% +$19.2K 0.74% 25
2025
Q1 		$5.67M Buy
87,764
+4,936
+6% +$331K 0.73% 25
2024
Q4 		$5.47M Buy
82,828
+404
+0.5% +$27.4K 0.7% 28
2024
Q3 		$5.65M Sell
82,424
-124
-0.2% -$7.79K 0.72% 23
2024
Q2 		$5M Buy
82,548
+1,876
+2% +$114K 0.72% 26
2024
Q1 		$4.95M Sell
80,672
-15,572
-16% -$920K 0.74% 26
2023
Q4 		$5.6M Sell
96,244
-2,364
-2% -$126K 0.8% 20
2023
Q3 		$5.13M Buy
98,608
+5,876
+6% +$322K 0.82% 22
2023
Q2 		$5.1M Sell
92,732
-2,704
-3% -$142K 0.81% 20
2023
Q1 		$5.03M Buy
95,436
+3,520
+4% +$187K 0.85% 20
2022
Q4 		$4.68M Sell
91,916
-1,196
-1% -$60.9K 0.85% 18
2022
Q3 		$4.38M Buy
93,112
+7,848
+9% +$410K 0.77% 22
2022
Q2 		$4.2M Buy
85,264
+15,944
+23% +$861K 0.76% 20
2022
Q1 		$3.79M Buy
69,320
+7,940
+13% +$466K 0.72% 26
2021
Q4 		$3.91M Buy
61,380
+1,524
+3% +$95.5K 0.88% 26
2021
Q3 		$3.54M Buy
59,856
+3,952
+7% +$239K 0.95% 22
2021
Q2 		$3.32M Buy
55,904
+4,436
+9% +$257K 1.03% 19
2021
Q1 		$2.97M Buy
51,468
+2,764
+6% +$150K 1.24% 19
2020
Q4 		$2.52M Buy
48,704
+508
+1% +$24.6K 1.15% 25
2020
Q3 		$2.14M Sell
48,196
-12
-0% -$523 1.17% 22
2020
Q2 		$1.98M Buy
48,208
+1,888
+4% +$72.3K 1.24% 21
2020
Q1 		$1.45M Buy
+46,320
New +$1.92M 0.98% 29

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Continuum Advisory's VO Position: Q1 2026 in Review

Continuum Advisory increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.9% in Q1 2026, buying an estimated $125K and bringing the position to 90,060 shares worth $6.47M. The position accounts for 0.62% of the portfolio, ranked #30.

Continuum Advisory first reported a position in VO in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.64M in Q3 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Continuum Advisory held 90,060 shares of Vanguard Morningstar Mid-Cap ETF worth $6.47M as of Q1 2026.
  • Continuum Advisory bought 1,676 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $125K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.62% of Continuum Advisory's portfolio in Q1 2026, its #30 holding.
  • Continuum Advisory first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • Continuum Advisory's Vanguard Morningstar Mid-Cap ETF position peaked at $6.64M in Q3 2025.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.