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

Gratus 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 		$25.7M Buy
318,404
+8,708
+3% +$675K 3.27% 13
2026
Q1 		$22.2M Buy
309,696
+150,216
+94% +$11.2M 3.22% 13
2025
Q4 		$11.6M Buy
159,480
+1,668
+1% +$121K 1.6% 16
2025
Q3 		$11.6M Buy
157,812
+800
+0.5% +$57.5K 1.63% 16
2025
Q2 		$11M Sell
157,012
-192
-0.1% -$12.6K 1.66% 15
2025
Q1 		$10.2M Sell
157,204
-4,772
-3% -$320K 1.67% 16
2024
Q4 		$10.7M Sell
161,976
-1,300
-0.8% -$88.3K 1.71% 16
2024
Q3 		$10.7M Buy
163,276
+1,528
+0.9% +$95.9K 1.74% 16
2024
Q2 		$10M Sell
161,748
-5,784
-3% -$351K 1.73% 17
2024
Q1 		$9.85M Sell
167,532
-145,288
-46% -$8.59M 1.81% 17
2023
Q4 		$18.2M Buy
+312,820
New +$16.7M 3.59% 11

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

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

Gratus Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.8% in Q2 2026, buying an estimated $675K and bringing the position to 318,404 shares worth $25.7M. The position accounts for 3.27% of the portfolio, ranked #13.

Gratus Wealth Advisors first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 1,254 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Gratus Wealth Advisors held 318,404 shares of Vanguard Morningstar Mid-Cap ETF worth $25.7M as of Q2 2026.
  • Gratus Wealth Advisors bought 8,708 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $675K.
  • Vanguard Morningstar Mid-Cap ETF made up 3.27% of Gratus Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • Gratus Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,254 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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