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

Fedenia 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	$234K	Sell	2,901 -7	-0.2%	-$543	0.06%	122
2026 Q1	$209K	Sell	2,908 -72	-2%	-$5.35K	0.15%	94
2025 Q4	$216K	Sell	2,980 -4	-0.1%	-$291	0.08%	148
2025 Q3	$219K	Hold	2,984	–	–	0.09%	152
2025 Q2	$209K	Buy	+2,984	New	+$196K	0.1%	133
2025 Q1	–	Sell	-3,200	Closed	-$211K	–	429
2024 Q4	$211K	Buy	+3,200	New	+$217K	0.12%	132

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

Fedenia Advisers's VO Position: Q2 2026 in Review

Fedenia Advisers reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.24% in Q2 2026, selling an estimated $543 and leaving 2,901 shares worth $234K. The position accounts for 0.06% of the portfolio, ranked #122.

Fedenia Advisers first reported a position in VO in Q4 2024 and has held it in 6 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Fedenia Advisers held 2,901 shares of Vanguard Morningstar Mid-Cap ETF worth $234K as of Q2 2026.
Fedenia Advisers sold 7 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $543.
Vanguard Morningstar Mid-Cap ETF made up 0.06% of Fedenia Advisers's portfolio in Q2 2026, its #122 holding.
Fedenia Advisers first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.