Frazier Financial Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Frazier Financial 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	$398K	Buy	4,939 +11	+0.2%	+$853	0.2%	45
2026 Q1	$354K	Buy	4,928 +532	+12%	+$39.5K	0.2%	45
2025 Q4	$319K	Sell	4,396 -424	-9%	-$30.8K	0.19%	48
2025 Q3	$354K	Sell	4,820 -88	-2%	-$6.32K	0.22%	39
2025 Q2	$343K	Sell	4,908 -1,080	-18%	-$70.9K	0.24%	38
2025 Q1	$387K	Buy	5,988 +4,408	+279%	+$296K	0.3%	35
2024 Q4	$104K	Sell	1,580 -112	-7%	-$7.6K	0.08%	82
2024 Q3	$112K	Buy	1,692 +160	+10%	+$10K	0.09%	88
2024 Q2	$92.7K	Buy	1,532 +392	+34%	+$23.8K	0.07%	101
2024 Q1	$71.2K	Hold	1,140	–	–	0.06%	121
2023 Q4	$66.3K	Buy	+1,140	New	+$60.9K	0.06%	117

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

Frazier Financial Advisors's VO Position: Q2 2026 in Review

Frazier Financial Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.22% in Q2 2026, buying an estimated $853 and bringing the position to 4,939 shares worth $398K. The position accounts for 0.2% of the portfolio, ranked #45.

Frazier Financial Advisors first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Frazier Financial Advisors held 4,939 shares of Vanguard Morningstar Mid-Cap ETF worth $398K as of Q2 2026.
Frazier Financial Advisors bought 11 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $853.
Vanguard Morningstar Mid-Cap ETF made up 0.2% of Frazier Financial Advisors's portfolio in Q2 2026, its #45 holding.
Frazier Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.