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

Flagstar 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	$1.76M	Sell	21,865 -103	-0.5%	-$7.99K	0.53%	53
2026 Q1	$1.58M	Sell	21,968 -1,692	-7%	-$126K	0.57%	48
2025 Q4	$1.72M	Sell	23,660 -1,160	-5%	-$84.4K	0.57%	48
2025 Q3	$1.83M	Sell	24,820 -7,688	-24%	-$552K	0.56%	49
2025 Q2	$2.28M	Sell	32,508 -3,996	-11%	-$262K	0.63%	49
2025 Q1	$2.36M	Sell	36,504 -3,228	-8%	-$217K	0.6%	45
2024 Q4	$2.62M	Buy	39,732 +836	+2%	+$56.8K	0.65%	42
2024 Q3	$2.57M	Buy	38,896 +3,344	+9%	+$210K	0.65%	40
2024 Q2	$2.16M	Sell	35,552 -596	-2%	-$36.2K	0.59%	42
2024 Q1	$2.26M	Buy	36,148 +1,552	+4%	+$91.7K	0.63%	42
2023 Q4	$2.01M	Buy	34,596 +660	+2%	+$35.3K	0.64%	45
2023 Q3	$1.77M	Buy	33,936 +6,420	+23%	+$352K	0.67%	42
2023 Q2	$1.51M	Sell	27,516 -812	-3%	-$42.6K	0.57%	45
2023 Q1	$1.49M	Sell	28,328 -4,688	-14%	-$249K	0.54%	47
2022 Q4	$1.68M	Buy	33,016 +144	+0.4%	+$7.33K	0.59%	42
2022 Q3	$1.54M	Buy	32,872 +2,856	+10%	+$149K	0.58%	41
2022 Q2	$1.48M	Buy	30,016 +1,304	+5%	+$70.5K	0.55%	46
2022 Q1	$1.71M	Buy	28,712 +160	+0.6%	+$9.39K	0.54%	45
2021 Q4	$1.82M	Buy	28,552 +12,780	+81%	+$801K	0.56%	45
2021 Q3	$934K	Buy	+15,772	New	+$953K	0.31%	66

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

Flagstar Advisors's VO Position: Q2 2026 in Review

Flagstar Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.47% in Q2 2026, selling an estimated $7.99K and leaving 21,865 shares worth $1.76M. The position accounts for 0.53% of the portfolio, ranked #53.

Flagstar Advisors first reported a position in VO in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.62M in Q4 2024. 2,485 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Flagstar Advisors held 21,865 shares of Vanguard Morningstar Mid-Cap ETF worth $1.76M as of Q2 2026.
Flagstar Advisors sold 103 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $7.99K.
Vanguard Morningstar Mid-Cap ETF made up 0.53% of Flagstar Advisors's portfolio in Q2 2026, its #53 holding.
Flagstar Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2021 and has held it in 20 quarters since.
Flagstar Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $2.62M in Q4 2024.
2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Flagstar Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.