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Focus Partners Advisor Solutions’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Focus Partners Advisor Solutions’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 		$5.61M Buy
69,642
+28,578
+70% +$2.22M 0.05% 172
2026
Q1 		$2.95M Sell
41,064
-22,192
-35% -$1.65M 0.03% 271
2025
Q4 		$4.59M Sell
63,256
-57,392
-48% -$4.17M 0.06% 161
2025
Q3 		$8.79M Buy
120,648
+44,056
+58% +$3.16M 0.1% 110
2025
Q2 		$5.36M Buy
76,592
+22,828
+42% +$1.5M 0.07% 136
2025
Q1 		$3.48M Buy
53,764
+2,468
+5% +$166K 0.05% 170
2024
Q4 		$3.39M Sell
51,296
-10,508
-17% -$713K 0.06% 157
2024
Q3 		$4.08M Sell
61,804
-27,520
-31% -$1.73M 0.09% 117
2024
Q2 		$5.41M Sell
89,324
-9,320
-9% -$566K 0.14% 76
2024
Q1 		$6.16M Buy
98,644
+18,380
+23% +$1.09M 0.18% 68
2023
Q4 		$4.67M Sell
80,264
-8,268
-9% -$442K 0.22% 52
2023
Q3 		$4.61M Buy
88,532
+10,572
+14% +$580K 0.22% 51
2023
Q2 		$4.29M Buy
77,960
+68,352
+711% +$3.58M 0.24% 50
2023
Q1 		$507K Sell
9,608
-43,028
-82% -$2.29M 0.03% 198
2022
Q4 		$2.68M Sell
52,636
-9,904
-16% -$504K 0.21% 62
2022
Q3 		$2.94M Buy
62,540
+31,440
+101% +$1.64M 0.17% 66
2022
Q2 		$1.53M Buy
31,100
+3,132
+11% +$169K 0.13% 82
2022
Q1 		$1.67M Buy
+27,968
New +$1.64M 0.17% 80

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Focus Partners Advisor Solutions's VO Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 70% in Q2 2026, buying an estimated $2.22M and bringing the position to 69,642 shares worth $5.61M. The position accounts for 0.05% of the portfolio, ranked #172.

Focus Partners Advisor Solutions first reported a position in VO in Q1 2022 and has held it in 18 quarters since. The position peaked at $8.79M in Q3 2025. 2,483 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Focus Partners Advisor Solutions held 69,642 shares of Vanguard Morningstar Mid-Cap ETF worth $5.61M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 28,578 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.22M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #172 holding.
  • Focus Partners Advisor Solutions first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • Focus Partners Advisor Solutions's Vanguard Morningstar Mid-Cap ETF position peaked at $8.79M in Q3 2025.
  • 2,483 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.