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

Florida Financial 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	$1.16M	Buy	14,386 +1,486	+12%	+$115K	0.2%	126
2026 Q1	$926K	Buy	12,900 +1,260	+11%	+$93.6K	0.22%	114
2025 Q4	$834K	Buy	11,640 +40	+0.3%	+$2.91K	0.23%	110
2025 Q3	$852K	Sell	11,600 -644	-5%	-$46.2K	0.26%	102
2025 Q2	$857K	Sell	12,244 -2,096	-15%	-$138K	0.28%	81
2025 Q1	$927K	Buy	14,340 +388	+3%	+$26K	0.37%	58
2024 Q4	$921K	Buy	13,952 +1,972	+16%	+$134K	0.41%	53
2024 Q3	$790K	Sell	11,980 -3,056	-20%	-$192K	0.41%	52
2024 Q2	$910K	Sell	15,036 -80	-0.5%	-$4.86K	0.55%	36
2024 Q1	$944K	Sell	15,116 -1,732	-10%	-$102K	0.69%	26
2023 Q4	$980K	Buy	+16,848	New	+$900K	0.91%	20

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

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

Florida Financial Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 12% in Q2 2026, buying an estimated $115K and bringing the position to 14,386 shares worth $1.16M. The position accounts for 0.2% of the portfolio, ranked #126.

Florida Financial Advisors 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.

Florida Financial Advisors held 14,386 shares of Vanguard Morningstar Mid-Cap ETF worth $1.16M as of Q2 2026.
Florida Financial Advisors bought 1,486 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $115K.
Vanguard Morningstar Mid-Cap ETF made up 0.2% of Florida Financial Advisors's portfolio in Q2 2026, its #126 holding.
Florida Financial Advisors 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 Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.