DB&C Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

DB&C 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	$263K	Sell	3,267 -1	-0%	-$78	0.29%	58
2026 Q1	$235K	Sell	3,268 -172	-5%	-$12.8K	0.3%	60
2025 Q4	$250K	Buy	+3,440	New	+$250K	0.31%	57

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

DB&C Advisors's VO Position: Q2 2026 in Review

DB&C Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.03% in Q2 2026, selling an estimated $78 and leaving 3,267 shares worth $263K. The position accounts for 0.29% of the portfolio, ranked #58.

DB&C Advisors first reported a position in VO in Q4 2025 and has held it in 3 quarters since. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

DB&C Advisors held 3,267 shares of Vanguard Morningstar Mid-Cap ETF worth $263K as of Q2 2026.
DB&C Advisors sold 1 Vanguard Morningstar Mid-Cap ETF share in Q2 2026, an estimated $78.
Vanguard Morningstar Mid-Cap ETF made up 0.29% of DB&C Advisors's portfolio in Q2 2026, its #58 holding.
DB&C Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on DB&C Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.