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

Exencial 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 Q1	$20.3M	Sell	282,216 -1,812	-0.6%	-$135K	0.63%	39
2025 Q4	$20.6M	Sell	284,028 -4,348	-2%	-$316K	0.65%	42
2025 Q3	$21.2M	Buy	288,376 +4,436	+2%	+$319K	0.69%	37
2025 Q2	$19.9M	Buy	283,940 +21,912	+8%	+$1.44M	0.7%	38
2025 Q1	$16.9M	Sell	262,028 -3,376	-1%	-$227K	0.63%	42
2024 Q4	$17.5M	Sell	265,404 -10,304	-4%	-$700K	0.64%	42
2024 Q3	$18.2M	Sell	275,708 -7,868	-3%	-$494K	0.65%	43
2024 Q2	$17.2M	Sell	283,576 -10,560	-4%	-$642K	0.64%	46
2024 Q1	$18.4M	Buy	294,136 +1,852	+0.6%	+$109K	0.69%	44
2023 Q4	$17M	Sell	292,284 -72	-0%	-$3.85K	0.69%	40
2023 Q3	$15.2M	Buy	292,356 +10,708	+4%	+$587K	0.74%	43
2023 Q2	$15.5M	Buy	281,648 +100,368	+55%	+$5.26M	0.71%	47
2023 Q1	$9.56M	Sell	181,280 -64	-0%	-$3.4K	0.49%	63
2022 Q4	$9.24M	Buy	181,344 +23,580	+15%	+$1.2M	0.5%	64
2022 Q3	$7.41M	Buy	157,764 +6,908	+5%	+$361K	0.45%	67
2022 Q2	$7.43M	Buy	150,856 +5,944	+4%	+$321K	0.42%	76
2022 Q1	$8.62M	Buy	144,912 +4,616	+3%	+$271K	0.43%	75
2021 Q4	$8.94M	Buy	+140,296	New	+$8.79M	0.43%	77
2021 Q3	–	Sell	-134,416	Closed	-$7.98M	–	459
2021 Q2	$7.98M	Sell	134,416 -2,456	-2%	-$142K	0.43%	80
2021 Q1	$7.57M	Buy	136,872 +680	+0.5%	+$36.9K	0.45%	74
2020 Q4	$7.04M	Sell	136,192 -2,332	-2%	-$113K	0.48%	71
2020 Q3	$6.1M	Sell	138,524 -2,428	-2%	-$106K	0.32%	94
2020 Q2	$5.78M	Buy	140,952 +8,628	+7%	+$330K	0.5%	60
2020 Q1	$4.36M	Buy	132,324 +78,852	+147%	+$3.27M	0.78%	39
2019 Q4	$2.38M	Buy	53,472 +42,716	+397%	+$1.83M	0.41%	78
2019 Q3	$451K	Buy	+10,756	New	+$449K	0.1%	159
2018 Q2	–	Sell	-5,192	Closed	-$200K	–	189
2018 Q1	$200K	Sell	5,192 -16	-0.3%	-$630	0.06%	165
2017 Q4	$202K	Buy	+5,208	New	+$197K	0.06%	175

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Exencial Wealth Advisors's VO Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.64% in Q1 2026, selling an estimated $135K and leaving 282,216 shares worth $20.3M. The position accounts for 0.63% of the portfolio, ranked #39.

Exencial Wealth Advisors first reported a position in VO in Q4 2017 and has held it in 28 quarters since. The position peaked at $21.2M in Q3 2025. 2,398 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Exencial Wealth Advisors held 282,216 shares of Vanguard Morningstar Mid-Cap ETF worth $20.3M as of Q1 2026.
Exencial Wealth Advisors sold 1,812 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $135K.
Vanguard Morningstar Mid-Cap ETF made up 0.63% of Exencial Wealth Advisors's portfolio in Q1 2026, its #39 holding.
Exencial Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 28 quarters since.
Exencial Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $21.2M in Q3 2025.
2,398 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.