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

Enclave 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	$36.1M	Sell	448,329 -73,799	-14%	-$5.72M	4.57%	6
2026 Q1	$37.5M	Buy	522,128 +45,620	+10%	+$3.39M	5.14%	5
2025 Q4	$34.6M	Buy	476,508 +49,172	+12%	+$3.58M	4.9%	5
2025 Q3	$31.4M	Buy	427,336 +716	+0.2%	+$51.4K	4.79%	5
2025 Q2	$29.9M	Sell	426,620 -8,992	-2%	-$590K	4.82%	5
2025 Q1	$28.2M	Buy	435,612 +9,112	+2%	+$611K	4.81%	5
2024 Q4	$28.2M	Buy	426,500 +48,692	+13%	+$3.31M	4.63%	6
2024 Q3	$24.9M	Buy	+377,808	New	+$23.7M	4.22%	6

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

Enclave Advisors's VO Position: Q2 2026 in Review

Enclave Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 14% in Q2 2026, selling an estimated $5.72M and leaving 448,329 shares worth $36.1M. The position accounts for 4.57% of the portfolio, ranked #6.

Enclave Advisors first reported a position in VO in Q3 2024 and has held it in 8 quarters since. The position peaked at $37.5M in Q1 2026. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Enclave Advisors held 448,329 shares of Vanguard Morningstar Mid-Cap ETF worth $36.1M as of Q2 2026.
Enclave Advisors sold 73,799 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $5.72M.
Vanguard Morningstar Mid-Cap ETF made up 4.57% of Enclave Advisors's portfolio in Q2 2026, its #6 holding.
Enclave Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Enclave Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $37.5M in Q1 2026.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.