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

Detalus 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 		$978K Buy
12,144
+4
+0% +$310 0.19% 63
2026
Q1 		$872K Buy
12,140
+16
+0.1% +$1.19K 0.2% 64
2025
Q4 		$880K Sell
12,124
-204
-2% -$14.8K 0.21% 62
2025
Q3 		$905K Sell
12,328
-388
-3% -$27.9K 0.23% 57
2025
Q2 		$890K Hold
12,716
– – 0.26% 56
2025
Q1 		$822K Buy
12,716
+6,744
+113% +$453K 0.26% 56
2024
Q4 		$394K Sell
5,972
-192
-3% -$13K 0.13% 90
2024
Q3 		$406K Sell
6,164
-360
-6% -$22.6K 0.14% 90
2024
Q2 		$395K Buy
6,524
+1,392
+27% +$84.6K 0.14% 89
2024
Q1 		$320K Sell
5,132
-140
-3% -$8.27K 0.11% 103
2023
Q4 		$307K Sell
5,272
-216
-4% -$11.5K 0.12% 104
2023
Q3 		$286K Sell
5,488
-1,476
-21% -$80.9K 0.13% 106
2023
Q2 		$383K Buy
6,964
+1,984
+40% +$104K 0.17% 88
2023
Q1 		$263K Buy
4,980
+1,028
+26% +$54.7K 0.13% 110
2022
Q4 		$201K Buy
+3,952
New +$201K 0.1% 125

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

Detalus Advisors's VO Position: Q2 2026 in Review

Detalus Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.03% in Q2 2026, buying an estimated $310 and bringing the position to 12,144 shares worth $978K. The position accounts for 0.19% of the portfolio, ranked #63.

Detalus Advisors first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Detalus Advisors held 12,144 shares of Vanguard Morningstar Mid-Cap ETF worth $978K as of Q2 2026.
  • Detalus Advisors bought 4 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $310.
  • Vanguard Morningstar Mid-Cap ETF made up 0.19% of Detalus Advisors's portfolio in Q2 2026, its #63 holding.
  • Detalus Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Detalus Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.