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

Financial Engines 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	$17.1M	Sell	211,884 -3,036	-1%	-$235K	0.03%	88
2026 Q1	$3.86M	Sell	214,920 -7,180	-3%	-$533K	0.01%	162
2025 Q4	$16.1M	Sell	222,100 -312,804	-58%	-$22.8M	0.03%	86
2025 Q3	$39.3M	Buy	534,904 +303,672	+131%	+$21.8M	0.08%	63
2025 Q2	$16.2M	Buy	231,232 +125,000	+118%	+$8.21M	0.03%	78
2025 Q1	$6.87M	Sell	106,232 -2,256	-2%	-$151K	0.01%	111
2024 Q4	$7.16M	Buy	108,488 +15,776	+17%	+$1.07M	0.02%	113
2024 Q3	$6.11M	Sell	92,712 -7,288	-7%	-$458K	0.01%	114
2024 Q2	$6.08M	Sell	100,000 -2,764	-3%	-$168K	0.01%	106
2024 Q1	$6.42M	Sell	102,764 -21,840	-18%	-$1.29M	0.01%	97
2023 Q4	$7.25M	Sell	124,604 -4,396	-3%	-$235K	0.02%	88
2023 Q3	$6.72M	Sell	129,000 -24,008	-16%	-$1.32M	0.02%	78
2023 Q2	$8.42M	Sell	153,008 -4,636	-3%	-$243K	0.02%	77
2023 Q1	$8.31M	Sell	157,644 -176,140	-53%	-$9.37M	0.02%	81
2022 Q4	$17M	Sell	333,784 -228,580	-41%	-$11.6M	0.05%	68
2022 Q3	$26.4M	Sell	562,364 -30,100	-5%	-$1.57M	0.09%	58
2022 Q2	$29.2M	Buy	592,464 +13,912	+2%	+$752K	0.09%	59
2022 Q1	$34.4M	Buy	578,552 +558,224	+2,746%	+$32.8M	0.09%	55
2021 Q4	$1.29M	Buy	20,328 +3,140	+18%	+$197K	﹤0.01%	109
2021 Q3	$1.02M	Sell	17,188 -188	-1%	-$11.4K	﹤0.01%	115
2021 Q2	$1.03M	Buy	17,376 +260	+2%	+$15.1K	﹤0.01%	99
2021 Q1	$947K	Sell	17,116 -36	-0.2%	-$1.95K	﹤0.01%	120
2020 Q4	$887K	Sell	17,152 -384	-2%	-$18.6K	﹤0.01%	120
2020 Q3	$773K	Buy	17,536 +1,724	+11%	+$75.1K	﹤0.01%	124
2020 Q2	$648K	Sell	15,812 -1,404	-8%	-$53.8K	﹤0.01%	121
2020 Q1	$566K	Buy	17,216 +9,144	+113%	+$379K	﹤0.01%	111
2019 Q4	$360K	Buy	8,072 +120	+2%	+$5.15K	﹤0.01%	117
2019 Q3	$333K	Sell	7,952 -436	-5%	-$18.2K	﹤0.01%	111
2019 Q2	$352K	Sell	8,388 -1,228	-13%	-$50.2K	﹤0.01%	93
2019 Q1	$386K	Hold	9,616	–	–	﹤0.01%	93
2018 Q4	$332K	Buy	+9,616	New	+$361K	﹤0.01%	93

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 Engines Advisors's VO Position: Q2 2026 in Review

Financial Engines Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.4% in Q2 2026, selling an estimated $235K and leaving 211,884 shares worth $17.1M. The position accounts for 0.03% of the portfolio, ranked #88.

Financial Engines Advisors first reported a position in VO in Q4 2018 and has held it in 31 quarters since. The position peaked at $39.3M in Q3 2025. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Financial Engines Advisors held 211,884 shares of Vanguard Morningstar Mid-Cap ETF worth $17.1M as of Q2 2026.
Financial Engines Advisors sold 3,036 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $235K.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Financial Engines Advisors's portfolio in Q2 2026, its #88 holding.
Financial Engines Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
Financial Engines Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $39.3M in Q3 2025.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.