Diversify Advisory Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$13M Buy
+161,082
New +$12.5M 0.22% 94
2026
Q1
Sell
-8,408
Closed -$631K 842
2025
Q4
$631K Sell
8,408
-384
-4% -$27.9K 0.02% 531
2025
Q3
$637K Sell
8,792
-3,384
-28% -$243K 0.02% 486
2025
Q2
$870K Buy
12,176
+6,660
+121% +$437K 0.03% 365
2025
Q1
$353K Sell
5,516
-4,692
-46% -$315K 0.02% 446
2024
Q4
$671K Buy
10,208
+28
+0.3% +$1.9K 0.04% 297
2024
Q3
$679K Buy
10,180
+152
+2% +$9.54K 0.04% 323
2024
Q2
$605K Sell
10,028
-72
-0.7% -$4.38K 0.03% 343
2024
Q1
$627K Buy
+10,100
New +$597K 0.04% 365

Other funds holding VO

Diversify Advisory Services's VO Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 161,082 shares worth $13M. The stake represents 0.22% of the portfolio and ranks #94 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in VO as recently as Q4 2025.

Diversify Advisory Services first reported a position in VO in Q1 2024 and has held it in 9 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Diversify Advisory Services held 161,082 shares of Vanguard Morningstar Mid-Cap ETF worth $13M as of Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new Diversify Advisory Services position in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.22% of Diversify Advisory Services's portfolio in Q2 2026, its #94 holding.
  • Diversify Advisory Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.