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Foster & Motley’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Foster & Motley’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 		$354K Buy
4,392
+272
+7% +$21.1K 0.02% 354
2026
Q1 		$296K Buy
4,120
+1,060
+35% +$78.8K 0.02% 353
2025
Q4 		$222K Hold
3,060
– – 0.01% 376
2025
Q3 		$225K Buy
+3,060
New +$220K 0.01% 381

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 22.9% 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

Foster & Motley's VO Position: Q2 2026 in Review

Foster & Motley increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.6% in Q2 2026, buying an estimated $21.1K and bringing the position to 4,392 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #354.

Foster & Motley first reported a position in VO in Q3 2025 and has held it in 4 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Foster & Motley held 4,392 shares of Vanguard Morningstar Mid-Cap ETF worth $354K as of Q2 2026.
  • Foster & Motley bought 272 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $21.1K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.02% of Foster & Motley's portfolio in Q2 2026, its #354 holding.
  • Foster & Motley first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Foster & Motley's 13F filing for Q2 2026, filed 7 Aug 2026.