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Delta Financial Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Delta Financial 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 		$1.33M Buy
16,482
+6
+0% +$465 0.32% 82
2026
Q1 		$1.18M Sell
16,476
-20
-0.1% -$1.49K 0.31% 85
2025
Q4 		$1.2M Buy
16,496
+144
+0.9% +$10.5K 0.31% 85
2025
Q3 		$1.2M Buy
16,352
+120
+0.7% +$8.62K 0.34% 76
2025
Q2 		$1.14M Sell
16,232
-160
-1% -$10.5K 0.4% 66
2025
Q1 		$1.06M Buy
16,392
+28
+0.2% +$1.88K 0.4% 70
2024
Q4 		$1.08M Sell
16,364
-304
-2% -$20.6K 0.4% 66
2024
Q3 		$1.1M Buy
16,668
+36
+0.2% +$2.26K 0.4% 72
2024
Q2 		$1.01M Hold
16,632
– – 0.39% 69
2024
Q1 		$1.04M Buy
16,632
+20
+0.1% +$1.18K 0.41% 71
2023
Q4 		$966K Sell
16,612
-432
-3% -$23.1K 0.42% 70
2023
Q3 		$887K Sell
17,044
-148
-0.9% -$8.12K 0.4% 74
2023
Q2 		$946K Buy
17,192
+24
+0.1% +$1.26K 0.42% 72
2023
Q1 		$905K Buy
17,168
+20
+0.1% +$1.06K 0.44% 72
2022
Q4 		$874K Buy
17,148
+28
+0.2% +$1.43K 0.42% 74
2022
Q3 		$805K Buy
17,120
+24
+0.1% +$1.25K 0.43% 76
2022
Q2 		$842K Buy
17,096
+16
+0.1% +$864 0.42% 77
2022
Q1 		$1.02M Buy
17,080
+16
+0.1% +$939 0.43% 71
2021
Q4 		$1.09M Buy
17,064
+20
+0.1% +$1.25K 0.44% 69
2021
Q3 		$1.01M Buy
17,044
+340
+2% +$20.5K 0.45% 72
2021
Q2 		$991K Buy
16,704
+176
+1% +$10.2K 0.44% 72
2021
Q1 		$915K Buy
16,528
+16
+0.1% +$868 0.43% 74
2020
Q4 		$854K Buy
16,512
+48
+0.3% +$2.32K 0.43% 77
2020
Q3 		$726K Sell
16,464
-36
-0.2% -$1.57K 0.4% 79
2020
Q2 		$676K Sell
16,500
-164
-1% -$6.28K 0.4% 76
2020
Q1 		$549K Sell
16,664
-7,900
-32% -$327K 0.38% 78
2019
Q4 		$1.09M Buy
24,564
+4
+0% +$172 0.43% 70
2019
Q3 		$1.03M Buy
24,560
+1,692
+7% +$70.7K 0.42% 79
2019
Q2 		$956K Buy
+22,868
New +$936K 0.39% 82

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Delta Financial Advisors's VO Position: Q2 2026 in Review

Delta Financial Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.04% in Q2 2026, buying an estimated $465 and bringing the position to 16,482 shares worth $1.33M. The position accounts for 0.32% of the portfolio, ranked #82.

Delta Financial Advisors first reported a position in VO in Q2 2019 and has held it in 29 quarters since. 2,489 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Delta Financial Advisors held 16,482 shares of Vanguard Morningstar Mid-Cap ETF worth $1.33M as of Q2 2026.
  • Delta Financial Advisors bought 6 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $465.
  • Vanguard Morningstar Mid-Cap ETF made up 0.32% of Delta Financial Advisors's portfolio in Q2 2026, its #82 holding.
  • Delta Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2019 and has held it in 29 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Delta Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.