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

Goldstein 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	$2.67M	Buy	33,199 +16,223	+96%	+$1.26M	0.24%	46
2026 Q1	$1.22M	Buy	16,976 +3,680	+28%	+$273K	0.14%	63
2025 Q4	$965K	Buy	13,296 +1,888	+17%	+$137K	0.11%	68
2025 Q3	$838K	Buy	11,408 +8,236	+260%	+$591K	0.1%	74
2025 Q2	$222K	Buy	+3,172	New	+$208K	0.03%	175

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

Goldstein Advisors's VO Position: Q2 2026 in Review

Goldstein Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 96% in Q2 2026, buying an estimated $1.26M and bringing the position to 33,199 shares worth $2.67M. The position accounts for 0.24% of the portfolio, ranked #46.

Goldstein Advisors first reported a position in VO in Q2 2025 and has held it in 5 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Goldstein Advisors held 33,199 shares of Vanguard Morningstar Mid-Cap ETF worth $2.67M as of Q2 2026.
Goldstein Advisors bought 16,223 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.26M.
Vanguard Morningstar Mid-Cap ETF made up 0.24% of Goldstein Advisors's portfolio in Q2 2026, its #46 holding.
Goldstein Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.