First National Advisers’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$664K Buy
8,238
+1,946
+31% +$151K 0.09% 152
2026
Q1
$452K Buy
6,292
+2,372
+61% +$176K 0.07% 171
2025
Q4
$284K Hold
3,920
0.04% 211
2025
Q3
$288K Hold
3,920
0.04% 208
2025
Q2
$274K Buy
3,920
+248
+7% +$16.3K 0.04% 203
2025
Q1
$237K Hold
3,672
0.04% 204
2024
Q4
$242K Sell
3,672
-332
-8% -$22.5K 0.04% 164
2024
Q3
$264K Buy
4,004
+68
+2% +$4.27K 0.04% 203
2024
Q2
$238K Buy
3,936
+264
+7% +$16K 0.04% 203
2024
Q1
$229K Sell
3,672
-1,600
-30% -$94.6K 0.05% 195
2023
Q4
$307K Buy
+5,272
New +$282K 0.09% 144

Other funds holding VO

First National Advisers's VO Position: Q2 2026 in Review

First National Advisers increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 31% in Q2 2026, buying an estimated $151K and bringing the position to 8,238 shares worth $664K. The position accounts for 0.09% of the portfolio, ranked #152.

First National Advisers first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • First National Advisers held 8,238 shares of Vanguard Morningstar Mid-Cap ETF worth $664K as of Q2 2026.
  • First National Advisers bought 1,946 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $151K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.09% of First National Advisers's portfolio in Q2 2026, its #152 holding.
  • First National Advisers first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.