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

FSM 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	$739K	Buy	9,174 +18	+0.2%	+$1.4K	0.08%	139
2026 Q1	$657K	Buy	9,156 +1,420	+18%	+$106K	0.08%	130
2025 Q4	$561K	Buy	7,736 +1,136	+17%	+$82.6K	0.08%	150
2025 Q3	$485K	Hold	6,600	–	–	0.07%	179
2025 Q2	$466K	Buy	6,600 +500	+8%	+$32.8K	0.08%	167
2025 Q1	$394K	Buy	6,100 +2,540	+71%	+$170K	0.09%	132
2024 Q4	$242K	Buy	3,560 +512	+17%	+$34.8K	0.06%	161
2024 Q3	$201K	Buy	+3,048	New	+$191K	0.05%	189

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

FSM Wealth Advisors's VO Position: Q2 2026 in Review

FSM Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.2% in Q2 2026, buying an estimated $1.4K and bringing the position to 9,174 shares worth $739K. The position accounts for 0.08% of the portfolio, ranked #139.

FSM Wealth Advisors first reported a position in VO in Q3 2024 and has held it in 8 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

FSM Wealth Advisors held 9,174 shares of Vanguard Morningstar Mid-Cap ETF worth $739K as of Q2 2026.
FSM Wealth Advisors bought 18 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.4K.
Vanguard Morningstar Mid-Cap ETF made up 0.08% of FSM Wealth Advisors's portfolio in Q2 2026, its #139 holding.
FSM Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.