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Financial Advocates Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		$203K Sell
2,764
-34,580
-93% -$2.48M 0.11% 103
2025
Q2 		$2.61M Buy
37,344
+4,992
+15% +$328K 0.21% 105
2025
Q1 		$2.09M Sell
32,352
-3,904
-11% -$262K 0.15% 156
2024
Q4 		$2.39M Sell
36,256
-6,232
-15% -$423K 0.14% 161
2024
Q3 		$2.74M Buy
42,488
+2,552
+6% +$160K 0.15% 140
2024
Q2 		$2.42M Sell
39,936
-1,032
-3% -$62.7K 0.15% 155
2024
Q1 		$2.56M Sell
40,968
-2,992
-7% -$177K 0.15% 155
2023
Q4 		$2.56M Buy
43,960
+7,972
+22% +$426K 0.17% 136
2023
Q3 		$1.81M Buy
35,988
+1,736
+5% +$95.2K 0.13% 176
2023
Q2 		$1.89M Sell
34,252
-8,504
-20% -$446K 0.13% 173
2023
Q1 		$2.25M Sell
42,756
-14,500
-25% -$771K 0.16% 149
2022
Q4 		$2.92M Buy
57,256
+960
+2% +$48.9K 0.22% 120
2022
Q3 		$2.65M Buy
56,296
+252
+0.4% +$13.2K 0.22% 122
2022
Q2 		$2.76M Sell
56,044
-4,992
-8% -$270K 0.22% 119
2022
Q1 		$3.63M Buy
61,036
+5,516
+10% +$324K 0.24% 105
2021
Q4 		$3.54M Sell
55,520
-504
-0.9% -$31.6K 0.22% 111
2021
Q3 		$3.32M Buy
56,024
+324
+0.6% +$19.6K 0.22% 115
2021
Q2 		$3.31M Sell
55,700
-23,072
-29% -$1.34M 0.22% 115
2021
Q1 		$4.36M Sell
78,772
-8,372
-10% -$454K 0.31% 67
2020
Q4 		$4.5M Sell
87,144
-248
-0.3% -$12K 0.31% 74
2020
Q3 		$3.85M Sell
87,392
-19,820
-18% -$864K 0.33% 67
2020
Q2 		$4.15M Buy
107,212
+4,444
+4% +$170K 0.39% 57
2020
Q1 		$3.38M Buy
102,768
+1,124
+1% +$46.5K 0.48% 49
2019
Q4 		$4.53M Buy
101,644
+13,208
+15% +$567K 0.48% 47
2019
Q3 		$3.71M Sell
88,436
-39,736
-31% -$1.66M 0.42% 59
2019
Q2 		$5.36M Sell
128,172
-2,696
-2% -$110K 0.62% 34
2019
Q1 		$5.26M Sell
130,868
-520
-0.4% -$20K 0.65% 33
2018
Q4 		$4.54M Sell
131,388
-1,780
-1% -$66.8K 0.62% 41
2018
Q3 		$5.47M Sell
133,168
-372
-0.3% -$15.2K 0.61% 39
2018
Q2 		$5.27M Sell
133,540
-3,144
-2% -$123K 0.64% 36
2018
Q1 		$5.27M Buy
136,684
+12,944
+10% +$510K 0.69% 33
2017
Q4 		$4.79M Buy
+123,740
New +$4.67M 0.65% 33

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Advocates Investment Management's VO Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 93% in Q3 2025, selling an estimated $2.48M and leaving 2,764 shares worth $203K. The position accounts for 0.11% of the portfolio, ranked #103.

Financial Advocates Investment Management first reported a position in VO in Q4 2017 and has held it in 32 quarters since. The position peaked at $5.47M in Q3 2018. 2,220 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Financial Advocates Investment Management held 2,764 shares of Vanguard Morningstar Mid-Cap ETF worth $203K as of Q3 2025.
  • Financial Advocates Investment Management sold 34,580 Vanguard Morningstar Mid-Cap ETF shares in Q3 2025, an estimated $2.48M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.11% of Financial Advocates Investment Management's portfolio in Q3 2025, its #103 holding.
  • Financial Advocates Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 32 quarters since.
  • Financial Advocates Investment Management's Vanguard Morningstar Mid-Cap ETF position peaked at $5.47M in Q3 2018.
  • 2,220 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.