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

Etesian Wealth 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	$1.41M	Sell	17,440 -552	-3%	-$42.8K	0.42%	55
2026 Q1	$1.29M	Sell	17,992 -596	-3%	-$44.3K	0.41%	56
2025 Q4	$1.35M	Sell	18,588 -20	-0.1%	-$1.46K	0.42%	58
2025 Q3	$1.37M	Sell	18,608 -2,496	-12%	-$179K	0.45%	56
2025 Q2	$1.48M	Sell	21,104 -240	-1%	-$15.8K	0.55%	50
2025 Q1	$1.38M	Sell	21,344 -404	-2%	-$27.1K	0.59%	52
2024 Q4	$1.44M	Sell	21,748 -1,288	-6%	-$87.4K	0.64%	47
2024 Q3	$1.52M	Buy	23,036 +10,188	+79%	+$640K	0.69%	42
2024 Q2	$778K	Hold	12,848	–	–	0.44%	70
2024 Q1	$803K	Sell	12,848 -972	-7%	-$57.4K	0.46%	66
2023 Q4	$808K	Hold	13,820	–	–	0.49%	66
2023 Q3	$719K	Hold	13,820	–	–	0.48%	68
2023 Q2	$761K	Hold	13,820	–	–	0.5%	66
2023 Q1	$729K	Sell	13,820 -4,000	-22%	-$213K	0.49%	68
2022 Q4	$908K	Buy	+17,820	New	+$908K	0.66%	52

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

Etesian Wealth Advisors's VO Position: Q2 2026 in Review

Etesian Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.1% in Q2 2026, selling an estimated $42.8K and leaving 17,440 shares worth $1.41M. The position accounts for 0.42% of the portfolio, ranked #55.

Etesian Wealth Advisors first reported a position in VO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.52M in Q3 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Etesian Wealth Advisors held 17,440 shares of Vanguard Morningstar Mid-Cap ETF worth $1.41M as of Q2 2026.
Etesian Wealth Advisors sold 552 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $42.8K.
Vanguard Morningstar Mid-Cap ETF made up 0.42% of Etesian Wealth Advisors's portfolio in Q2 2026, its #55 holding.
Etesian Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Etesian Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $1.52M in Q3 2024.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.