FAG
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Fortitude Advisory Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Fortitude Advisory Group’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 		$1.17M Sell
14,527
-657
-4% -$50.9K 0.45% 49
2026
Q1 		$1.09M Sell
15,184
-196
-1% -$14.6K 0.49% 41
2025
Q4 		$1.12M Sell
15,380
-436
-3% -$31.7K 0.47% 35
2025
Q3 		$1.16M Buy
15,816
+472
+3% +$33.9K 0.62% 29
2025
Q2 		$1.07M Sell
15,344
-592
-4% -$38.9K 0.61% 29
2025
Q1 		$971K Sell
15,936
-1,388
-8% -$93.1K 0.7% 24
2024
Q4 		$1.14M Buy
17,324
+1,564
+10% +$106K 0.69% 26
2024
Q3 		$1.04M Buy
15,760
+796
+5% +$50K 0.66% 26
2024
Q2 		$906K Buy
14,964
+728
+5% +$44.2K 0.54% 28
2024
Q1 		$889K Buy
14,236
+1,880
+15% +$111K 0.5% 34
2023
Q4 		$719K Sell
12,356
-756
-6% -$40.4K 0.44% 43
2023
Q3 		$683K Sell
13,112
-240
-2% -$13.2K 0.46% 44
2023
Q2 		$735K Sell
13,352
-956
-7% -$50.1K 0.54% 42
2023
Q1 		$754K Buy
14,308
+1,440
+11% +$76.6K 0.58% 39
2022
Q4 		$656K Buy
12,868
+464
+4% +$23.6K 0.56% 44
2022
Q3 		$583K Buy
12,404
+720
+6% +$37.6K 0.55% 45
2022
Q2 		$575K Buy
11,684
+64
+0.6% +$3.46K 0.53% 47
2022
Q1 		$691K Buy
11,620
+472
+4% +$27.7K 0.37% 42
2021
Q4 		$710K Buy
+11,148
New +$699K 0.36% 43

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

Fortitude Advisory Group's VO Position: Q2 2026 in Review

Fortitude Advisory Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.3% in Q2 2026, selling an estimated $50.9K and leaving 14,527 shares worth $1.17M. The position accounts for 0.45% of the portfolio, ranked #49.

Fortitude Advisory Group first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Fortitude Advisory Group held 14,527 shares of Vanguard Morningstar Mid-Cap ETF worth $1.17M as of Q2 2026.
  • Fortitude Advisory Group sold 657 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $50.9K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.45% of Fortitude Advisory Group's portfolio in Q2 2026, its #49 holding.
  • Fortitude Advisory Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.