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

Financial Life 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	$241K	Sell	2,995 -117	-4%	-$9.07K	0.07%	54
2026 Q1	$223K	Hold	3,112	–	–	0.07%	52
2025 Q4	$226K	Buy	+3,112	New	+$226K	0.07%	51
2024 Q2	–	Sell	-3,396	Closed	-$212K	–	62
2024 Q1	$212K	Sell	3,396 -904	-21%	-$53.4K	0.09%	59
2023 Q4	$250K	Sell	4,300 -1,172	-21%	-$62.6K	0.11%	56
2023 Q3	$285K	Sell	5,472 -44	-0.8%	-$2.41K	0.12%	44
2023 Q2	$304K	Sell	5,516 -2,040	-27%	-$107K	0.13%	50
2023 Q1	$398K	Sell	7,556 -812	-10%	-$43.2K	0.17%	51
2022 Q4	$426K	Sell	8,368 -11,772	-58%	-$600K	0.2%	54
2022 Q3	$946K	Sell	20,140 -1,216	-6%	-$63.5K	0.47%	28
2022 Q2	$1.05M	Buy	21,356 +352	+2%	+$19K	0.49%	22
2022 Q1	$1.25M	Buy	21,004 +1,196	+6%	+$70.2K	0.52%	21
2021 Q4	$1.26M	Sell	19,808 -68	-0.3%	-$4.26K	0.5%	20
2021 Q3	$1.18M	Sell	19,876 -332	-2%	-$20.1K	0.49%	20
2021 Q2	$1.2M	Sell	20,208 -1,240	-6%	-$71.9K	0.52%	20
2021 Q1	$1.19M	Sell	21,448 -168	-0.8%	-$9.12K	0.55%	20
2020 Q4	$1.12M	Sell	21,616 -164	-0.8%	-$7.94K	0.58%	18
2020 Q3	$959K	Buy	+21,780	New	+$949K	0.5%	20
2020 Q1	–	Sell	-6,000	Closed	-$267K	–	40
2019 Q4	$267K	Sell	6,000 -1,260	-17%	-$54.1K	0.16%	43
2019 Q3	$304K	Buy	7,260 +2,248	+45%	+$93.9K	0.19%	43
2019 Q2	$209K	Sell	5,012 -2,032	-29%	-$83.1K	0.14%	47
2019 Q1	$283K	Sell	7,044 -3,212	-31%	-$124K	0.19%	44
2018 Q4	$354K	Buy	+10,256	New	+$385K	0.27%	40

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Financial Life Advisors's VO Position: Q2 2026 in Review

Financial Life Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.8% in Q2 2026, selling an estimated $9.07K and leaving 2,995 shares worth $241K. The position accounts for 0.07% of the portfolio, ranked #54.

Financial Life Advisors first reported a position in VO in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.26M in Q4 2021. 1,309 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Financial Life Advisors held 2,995 shares of Vanguard Morningstar Mid-Cap ETF worth $241K as of Q2 2026.
Financial Life Advisors sold 117 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $9.07K.
Vanguard Morningstar Mid-Cap ETF made up 0.07% of Financial Life Advisors's portfolio in Q2 2026, its #54 holding.
Financial Life Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 23 quarters since.
Financial Life Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $1.26M in Q4 2021.
1,309 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.