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

Fortis Group 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	$4.07M	Sell	50,500 -149,120	-75%	-$11.6M	0.65%	44
2026 Q1	$3.86M	Buy	199,620 +166,508	+503%	+$12.4M	0.64%	37
2025 Q4	$2.45M	Sell	33,112 -772	-2%	-$56.2K	0.41%	61
2025 Q3	$2.46M	Buy	33,884 +460	+1%	+$33K	0.42%	62
2025 Q2	$2.39M	Sell	33,424 -27,812	-45%	-$1.83M	0.43%	56
2025 Q1	$3.96M	Sell	61,236 -3,440	-5%	-$231K	0.77%	44
2024 Q4	$4.27M	Sell	64,676 -1,156	-2%	-$78.5K	0.8%	39
2024 Q3	$4.34M	Buy	65,832 +59,928	+1,015%	+$3.76M	0.8%	38
2024 Q2	$357K	Buy	+5,904	New	+$359K	0.07%	137
2020 Q3	$310K	Buy	+7,056	New	+$307K	0.06%	137

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

Fortis Group Advisors's VO Position: Q2 2026 in Review

Fortis Group Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 75% in Q2 2026, selling an estimated $11.6M and leaving 50,500 shares worth $4.07M. The position accounts for 0.65% of the portfolio, ranked #44.

Fortis Group Advisors first reported a position in VO in Q3 2020 and has held it in 10 quarters since. The position peaked at $4.34M in Q3 2024. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Fortis Group Advisors held 50,500 shares of Vanguard Morningstar Mid-Cap ETF worth $4.07M as of Q2 2026.
Fortis Group Advisors sold 149,120 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $11.6M.
Vanguard Morningstar Mid-Cap ETF made up 0.65% of Fortis Group Advisors's portfolio in Q2 2026, its #44 holding.
Fortis Group Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2020 and has held it in 10 quarters since.
Fortis Group Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $4.34M in Q3 2024.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.