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

Fiduciary Advisors Inc’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	$9.54M	Buy	118,444 +596	+0.5%	+$46.2K	6.42%	5
2026 Q1	$8.46M	Buy	117,848 +3,360	+3%	+$250K	6.36%	5
2025 Q4	$8.31M	Buy	114,488 +4,380	+4%	+$319K	6.32%	5
2025 Q3	$8.09M	Buy	110,108 +4,704	+4%	+$338K	6.53%	5
2025 Q2	$7.37M	Sell	105,404 -952	-0.9%	-$62.5K	6.49%	5
2025 Q1	$6.88M	Buy	106,356 +1,508	+1%	+$101K	6.79%	5
2024 Q4	$6.92M	Buy	+104,848	New	+$7.12M	6.97%	5

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

Fiduciary Advisors Inc's VO Position: Q2 2026 in Review

Fiduciary Advisors Inc increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.51% in Q2 2026, buying an estimated $46.2K and bringing the position to 118,444 shares worth $9.54M. The position accounts for 6.42% of the portfolio, ranked #5.

Fiduciary Advisors Inc first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Fiduciary Advisors Inc held 118,444 shares of Vanguard Morningstar Mid-Cap ETF worth $9.54M as of Q2 2026.
Fiduciary Advisors Inc bought 596 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $46.2K.
Vanguard Morningstar Mid-Cap ETF made up 6.42% of Fiduciary Advisors Inc's portfolio in Q2 2026, its #5 holding.
Fiduciary Advisors Inc first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q2 2026, filed 24 Jul 2026.