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 Q2	$7.38M	Buy	91,580 +1,520	+2%	+$118K	0.6%	30
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

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

Continuum Advisory's VO Position: Q2 2026 in Review

Continuum Advisory increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.7% in Q2 2026, buying an estimated $118K and bringing the position to 91,580 shares worth $7.38M. The position accounts for 0.6% of the portfolio, ranked #30.

Continuum Advisory first reported a position in VO in Q1 2020 and has held it in 26 quarters since. 2,486 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Continuum Advisory held 91,580 shares of Vanguard Morningstar Mid-Cap ETF worth $7.38M as of Q2 2026.
Continuum Advisory bought 1,520 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $118K.
Vanguard Morningstar Mid-Cap ETF made up 0.6% of Continuum Advisory's portfolio in Q2 2026, its #30 holding.
Continuum Advisory first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.