Michael J. Porro & Co. Financial Advisors, Inc.’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Michael J. Porro & Co. Financial Advisors, Inc.’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
2025 Q4	$230K	Buy	+3,172	New	+$231K	0.19%	117

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Michael J. Porro & Co. Financial Advisors, Inc.'s VO Position: Q4 2025 in Review

Michael J. Porro & Co. Financial Advisors, Inc. opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2025: 3,172 shares worth $230K. The stake represents 0.19% of the portfolio and ranks #117 among its holdings.

2,381 funds tracked by Wall St. Rank hold VO as of Q4 2025.

Michael J. Porro & Co. Financial Advisors, Inc. held 3,172 shares of Vanguard Morningstar Mid-Cap ETF worth $230K as of Q4 2025.
Vanguard Morningstar Mid-Cap ETF was a new Michael J. Porro & Co. Financial Advisors, Inc. position in Q4 2025.
Vanguard Morningstar Mid-Cap ETF made up 0.19% of Michael J. Porro & Co. Financial Advisors, Inc.'s portfolio in Q4 2025, its #117 holding.
2,381 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on Michael J. Porro & Co. Financial Advisors, Inc.'s 13F filing for Q4 2025, filed 8 Oct 2026.