Evolution Advisers’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Evolution Advisers’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	$427K	Hold	5,304	–	–	0.16%	36
2026 Q1	$380K	Sell	5,304 -272	-5%	-$20.2K	0.16%	34
2025 Q4	$404K	Hold	5,576	–	–	0.17%	34
2025 Q3	$409K	Sell	5,576 -84	-1%	-$6.03K	0.18%	30
2025 Q2	$397K	Hold	5,660	–	–	0.19%	30
2025 Q1	$365K	Buy	5,660 +5,188	+1,099%	+$348K	0.19%	31
2024 Q4	$31K	Sell	472 -148	-24%	-$10K	0.02%	107
2024 Q3	$40K	Hold	620	–	–	0.02%	97
2024 Q2	$37K	Sell	620 -464	-43%	-$28.2K	0.02%	97
2024 Q1	$68K	Sell	1,084 -48	-4%	-$2.84K	0.04%	75
2023 Q4	$66K	Buy	1,132 +320	+39%	+$17.1K	0.04%	74
2023 Q3	$42K	Hold	812	–	–	0.03%	68
2023 Q2	$44K	Hold	812	–	–	0.03%	69
2023 Q1	$42K	Hold	812	–	–	0.03%	65
2022 Q4	$41K	Hold	812	–	–	0.03%	67
2022 Q3	$38K	Hold	812	–	–	0.03%	65
2022 Q2	$40K	Hold	812	–	–	0.03%	66
2022 Q1	$48K	Hold	812	–	–	0.04%	63
2021 Q4	$51K	Buy	+812	New	+$50.9K	0.04%	53

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

Evolution Advisers's VO Position: Q2 2026 in Review

Evolution Advisers held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 5,304 shares worth $427K. The position accounts for 0.16% of the portfolio, ranked #36.

Evolution Advisers first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Evolution Advisers held 5,304 shares of Vanguard Morningstar Mid-Cap ETF worth $427K as of Q2 2026.
Evolution Advisers left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.16% of Evolution Advisers's portfolio in Q2 2026, its #36 holding.
Evolution Advisers first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.