Financial Advisory Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Financial Advisory Partners’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	$4.9M	Buy	60,768 +2,460	+4%	+$191K	1.28%	22
2026 Q1	$4.19M	Buy	58,308 +4,384	+8%	+$326K	1.18%	31
2025 Q4	$3.91M	Buy	53,924 +996	+2%	+$72.5K	1.1%	31
2025 Q3	$3.89M	Buy	52,928 +1,784	+3%	+$128K	1.14%	31
2025 Q2	$3.58M	Buy	51,144 +1,052	+2%	+$69.1K	1.13%	30
2025 Q1	$3.24M	Sell	50,092 -8,164	-14%	-$548K	1.08%	37
2024 Q4	$3.85M	Buy	58,256 +1,440	+3%	+$97.8K	1.28%	29
2024 Q3	$3.75M	Buy	56,816 +1,428	+3%	+$89.7K	1.24%	33
2024 Q2	$3.35M	Buy	55,388 +3,736	+7%	+$227K	1.25%	34
2024 Q1	$3.23M	Sell	51,652 -8,604	-14%	-$508K	1.25%	39
2023 Q4	$3.5M	Buy	60,256 +3,696	+7%	+$197K	1.27%	42
2023 Q3	$2.94M	Buy	56,560 +856	+2%	+$46.9K	1.19%	43
2023 Q2	$3.07M	Sell	55,704 -376	-0.7%	-$19.7K	1.18%	45
2023 Q1	$2.96M	Sell	56,080 -512	-0.9%	-$27.2K	1.17%	43
2022 Q4	$2.88M	Sell	56,592 -1,260	-2%	-$64.2K	1.19%	43
2022 Q3	$2.72M	Buy	57,852 +24	+0%	+$1.25K	1.18%	45
2022 Q2	$2.85M	Buy	57,828 +1,268	+2%	+$68.5K	1.18%	45
2022 Q1	$3.36M	Buy	56,560 +7,480	+15%	+$439K	1.24%	42
2021 Q4	$3.13M	Buy	+49,080	New	+$3.08M	1.14%	46

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

Financial Advisory Partners's VO Position: Q2 2026 in Review

Financial Advisory Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.2% in Q2 2026, buying an estimated $191K and bringing the position to 60,768 shares worth $4.9M. The position accounts for 1.28% of the portfolio, ranked #22.

Financial Advisory Partners first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Financial Advisory Partners held 60,768 shares of Vanguard Morningstar Mid-Cap ETF worth $4.9M as of Q2 2026.
Financial Advisory Partners bought 2,460 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $191K.
Vanguard Morningstar Mid-Cap ETF made up 1.28% of Financial Advisory Partners's portfolio in Q2 2026, its #22 holding.
Financial Advisory Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.