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

Fermata 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	$1.54M	Buy	19,068 +572	+3%	+$44.3K	0.31%	83
2026 Q1	$1.33M	Buy	18,496 +596	+3%	+$44.3K	0.3%	86
2025 Q4	$1.3M	Buy	17,900 +156	+0.9%	+$11.3K	0.31%	79
2025 Q3	$1.3M	Sell	17,744 -4	-0%	-$287	0.33%	73
2025 Q2	$1.24M	Sell	17,748 -9,448	-35%	-$620K	0.33%	79
2025 Q1	$1.76M	Buy	27,196 +1,140	+4%	+$76.5K	0.32%	71
2024 Q4	$1.72M	Buy	26,056 +4,472	+21%	+$304K	0.32%	69
2024 Q3	$1.42M	Buy	21,584 +8,900	+70%	+$559K	0.29%	64
2024 Q2	$768K	Sell	12,684 -42,028	-77%	-$2.55M	0.18%	92
2024 Q1	$3.42M	Sell	54,712 -17,172	-24%	-$1.01M	0.77%	37
2023 Q4	$4.18M	Sell	71,884 -1,712	-2%	-$91.5K	1%	30
2023 Q3	$3.83M	Buy	+73,596	New	+$4.04M	1.08%	28
2023 Q2	–	Sell	-17,392	Closed	-$917K	–	114
2023 Q1	$917K	Buy	17,392 +5,340	+44%	+$284K	0.55%	45
2022 Q4	$614K	Sell	12,052 -20,132	-63%	-$1.03M	0.18%	88
2022 Q3	$1.51M	Buy	32,184 +3,788	+13%	+$198K	0.49%	56
2022 Q2	$1.4M	Buy	28,396 +4,780	+20%	+$258K	0.49%	56
2022 Q1	$1.41M	Sell	23,616 -4,208	-15%	-$247K	0.53%	52
2021 Q4	$1.77M	Sell	27,824 -2,152	-7%	-$135K	0.65%	44
2021 Q3	$1.78M	Buy	29,976 +8,036	+37%	+$486K	0.78%	32
2021 Q2	$1.3M	Buy	21,940 +14,016	+177%	+$812K	0.76%	36
2021 Q1	$439K	Buy	+7,924	New	+$430K	0.37%	49

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

Fermata Advisors's VO Position: Q2 2026 in Review

Fermata Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.1% in Q2 2026, buying an estimated $44.3K and bringing the position to 19,068 shares worth $1.54M. The position accounts for 0.31% of the portfolio, ranked #83.

Fermata Advisors first reported a position in VO in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.18M in Q4 2023. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Fermata Advisors held 19,068 shares of Vanguard Morningstar Mid-Cap ETF worth $1.54M as of Q2 2026.
Fermata Advisors bought 572 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $44.3K.
Vanguard Morningstar Mid-Cap ETF made up 0.31% of Fermata Advisors's portfolio in Q2 2026, its #83 holding.
Fermata Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2021 and has held it in 21 quarters since.
Fermata Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $4.18M in Q4 2023.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.