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

Financial Synergies Wealth 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	$123M	Sell	1,527,267 -21,637	-1%	-$1.68M	10.43%	3
2026 Q1	$111M	Buy	1,548,904 +17,464	+1%	+$1.3M	10.61%	3
2025 Q4	$111M	Buy	1,531,440 +42,588	+3%	+$3.1M	10.73%	3
2025 Q3	$109M	Buy	1,488,852 +23,932	+2%	+$1.72M	11.07%	3
2025 Q2	$102M	Buy	1,464,920 +12,856	+0.9%	+$844K	11.16%	3
2025 Q1	$93.9M	Buy	1,452,064 +53,632	+4%	+$3.6M	11.42%	3
2024 Q4	$92.3M	Buy	1,398,432 +18,444	+1%	+$1.25M	11.45%	3
2024 Q3	$91M	Buy	1,379,988 +37,204	+3%	+$2.34M	11.3%	3
2024 Q2	$81.3M	Buy	1,342,784 +24,748	+2%	+$1.5M	10.95%	3
2024 Q1	$82.3M	Buy	1,318,036 +673,228	+104%	+$39.8M	10.8%	3
2023 Q4	$32.9M	Sell	644,808 -600,652	-48%	-$32.1M	5.09%	6
2023 Q3	$64.8M	Buy	1,245,460 +32,828	+3%	+$1.8M	9.36%	3
2023 Q2	$66.7M	Buy	1,212,632 +167,604	+16%	+$8.79M	9.36%	3
2023 Q1	$55.1M	Buy	1,045,028 +400,220	+62%	+$21.3M	8.08%	4
2022 Q4	$32.9M	Buy	644,808 +116,008	+22%	+$5.91M	5.09%	6
2022 Q3	$24.9M	Buy	528,800 +101,560	+24%	+$5.31M	4.27%	9
2022 Q2	$21M	Buy	427,240 +352,696	+473%	+$19.1M	3.43%	10
2022 Q1	$4.43M	Buy	74,544 +584	+0.8%	+$34.3K	0.7%	20
2021 Q4	$4.71M	Sell	73,960 -368	-0.5%	-$23.1K	0.65%	19
2021 Q3	$4.4M	Sell	74,328 -2,060	-3%	-$124K	0.6%	19
2021 Q2	$4.53M	Buy	76,388 +2,736	+4%	+$159K	0.62%	19
2021 Q1	$4.08M	Sell	73,652 -816	-1%	-$44.3K	0.59%	20
2020 Q4	$3.85M	Sell	74,468 -102,688	-58%	-$4.97M	0.6%	20
2020 Q3	$7.81M	Sell	177,156 -63,284	-26%	-$2.76M	2%	16
2020 Q2	$9.85M	Sell	240,440 -3,280	-1%	-$126K	3.34%	8
2020 Q1	$8.02M	Buy	243,720 +7,736	+3%	+$320K	4.56%	5
2019 Q4	$10.5M	Sell	235,984 -1,792	-0.8%	-$76.9K	4.72%	5
2019 Q3	$9.96M	Buy	237,776 +2,064	+0.9%	+$86.2K	4.86%	5
2019 Q2	$9.85M	Buy	235,712 +10,624	+5%	+$435K	4.94%	5
2019 Q1	$9.05M	Buy	+225,088	New	+$8.66M	4.81%	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

Financial Synergies Wealth Advisors's VO Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.4% in Q2 2026, selling an estimated $1.68M and leaving 1,527,267 shares worth $123M. The position accounts for 10.43% of the portfolio, ranked #3.

Financial Synergies Wealth Advisors first reported a position in VO in Q1 2019 and has held it in 30 quarters since. 2,484 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Financial Synergies Wealth Advisors held 1,527,267 shares of Vanguard Morningstar Mid-Cap ETF worth $123M as of Q2 2026.
Financial Synergies Wealth Advisors sold 21,637 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.68M.
Vanguard Morningstar Mid-Cap ETF made up 10.43% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #3 holding.
Financial Synergies Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2019 and has held it in 30 quarters since.
2,484 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.