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

Faithward 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	$212K	Buy	+2,632	New	+$204K	0.03%	325
2024 Q1	–	Sell	-1,356	Closed	-$77.9K	–	323
2023 Q4	$77.9K	Buy	1,356 +52	+4%	+$2.78K	0.02%	185
2023 Q3	$67.3K	Sell	1,304 -200	-13%	-$11K	0.02%	179
2023 Q2	$83K	Sell	1,504 -1,020	-40%	-$53.5K	0.02%	184
2023 Q1	$130K	Sell	2,524 -5,388	-68%	-$287K	0.03%	193
2022 Q4	$403K	Hold	7,912	–	–	0.09%	102
2022 Q3	$372K	Sell	7,912 -4,800	-38%	-$251K	0.09%	98
2022 Q2	$626K	Sell	12,712 -604	-5%	-$32.6K	0.14%	78
2022 Q1	$792K	Sell	13,316 -516	-4%	-$30.3K	0.15%	75
2021 Q4	$881K	Sell	13,832 -388	-3%	-$24.3K	0.17%	74
2021 Q3	$841K	Hold	14,220	–	–	0.16%	80
2021 Q2	$843K	Sell	14,220 -2,880	-17%	-$167K	0.17%	67
2021 Q1	$946K	Buy	+17,100	New	+$928K	0.21%	75
2020 Q4	–	Sell	-18,768	Closed	-$827K	–	222
2020 Q3	$827K	Sell	18,768 -1,060	-5%	-$46.2K	0.2%	62
2020 Q2	$813K	Sell	19,828 -13,496	-40%	-$517K	0.21%	66
2020 Q1	$1.1M	Sell	33,324 -2,284	-6%	-$94.6K	0.31%	61
2019 Q4	$1.59M	Sell	35,608 -2,328	-6%	-$100K	0.37%	59
2019 Q3	$1.59M	Buy	+37,936	New	+$1.59M	0.35%	36

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

Faithward Advisors's VO Position: Q2 2026 in Review

Faithward Advisors opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 2,632 shares worth $212K. The stake represents 0.03% of the portfolio and ranks #325 among its holdings. This is a return to the name: Faithward Advisors previously reported a position in VO as recently as Q4 2023.

Faithward Advisors first reported a position in VO in Q3 2019 and has held it in 18 quarters since. The position peaked at $1.59M in Q3 2019. 2,489 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Faithward Advisors held 2,632 shares of Vanguard Morningstar Mid-Cap ETF worth $212K as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new Faithward Advisors position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Faithward Advisors's portfolio in Q2 2026, its #325 holding.
Faithward Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2019 and has held it in 18 quarters since.
Faithward Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $1.59M in Q3 2019.
2,489 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Faithward Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.