Foster Victor Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Foster Victor Wealth 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	$4.17M	Sell	51,644 -1,484	-3%	-$115K	0.22%	106
2026 Q1	$4.01M	Sell	53,128 -432	-0.8%	-$32.1K	0.23%	104
2025 Q4	$4.02M	Sell	53,560 -1,968	-4%	-$143K	0.23%	104
2025 Q3	$4.1M	Buy	55,528 +8	+0%	+$575	0.26%	97
2025 Q2	$3.93M	Sell	55,520 -564	-1%	-$37K	0.27%	94
2025 Q1	$3.42M	Sell	56,084 -3,140	-5%	-$211K	0.27%	96
2024 Q4	$4.05M	Sell	59,224 -2,680	-4%	-$182K	0.31%	93
2024 Q3	$4.09M	Sell	61,904 -8,100	-12%	-$509K	0.33%	91
2024 Q2	$4.44M	Sell	70,004 -2,948	-4%	-$179K	0.37%	91
2024 Q1	$4.44M	Sell	72,952 -2,940	-4%	-$174K	0.41%	77
2023 Q4	$4.38M	Sell	75,892 -756	-1%	-$40.4K	0.45%	71
2023 Q3	$3.96M	Sell	76,648 -10,572	-12%	-$580K	0.46%	71
2023 Q2	$4.79M	Sell	87,220 -212	-0.2%	-$11.1K	0.53%	66
2023 Q1	$4.55M	Sell	87,432 -336,052	-79%	-$17.9M	0.55%	65
2022 Q4	$22M	Sell	423,484 -1,432	-0.3%	-$72.9K	2.8%	3
2022 Q3	$21M	Sell	424,916 -1,840	-0.4%	-$96.2K	3.06%	2
2022 Q2	$21.3M	Buy	426,756 +1,328	+0.3%	+$71.8K	3.17%	2
2022 Q1	$25M	Buy	425,428 +27,092	+7%	+$1.59M	3.42%	2
2021 Q4	$24.7M	Sell	398,336 -12,488	-3%	-$783K	3.36%	2
2021 Q3	$24.3M	Sell	410,824 -7,376	-2%	-$446K	3.89%	2
2021 Q2	$24.8M	Sell	418,200 -9,660	-2%	-$560K	4.14%	2
2021 Q1	$24.4M	Sell	427,860 -9,844	-2%	-$534K	4.55%	2
2020 Q4	$22.6M	Sell	437,704 -13,544	-3%	-$656K	5.16%	2
2020 Q3	$19.9M	Buy	451,248 +34,912	+8%	+$1.52M	5.39%	2
2020 Q2	$17.1M	Buy	+416,336	New	+$15.9M	5.66%	2

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

Foster Victor Wealth Advisors's VO Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.8% in Q2 2026, selling an estimated $115K and leaving 51,644 shares worth $4.17M. The position accounts for 0.22% of the portfolio, ranked #106.

Foster Victor Wealth Advisors first reported a position in VO in Q2 2020 and has held it in 25 quarters since. The position peaked at $25M in Q1 2022. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Foster Victor Wealth Advisors held 51,644 shares of Vanguard Morningstar Mid-Cap ETF worth $4.17M as of Q2 2026.
Foster Victor Wealth Advisors sold 1,484 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $115K.
Vanguard Morningstar Mid-Cap ETF made up 0.22% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #106 holding.
Foster Victor Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2020 and has held it in 25 quarters since.
Foster Victor Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $25M in Q1 2022.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.