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Great Valley Advisor Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Great Valley Advisor Group’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 		$20.6M Buy
256,140
+744
+0.3% +$57.7K 0.33% 79
2026
Q1 		$18.3M Buy
255,396
+2,160
+0.9% +$160K 0.33% 75
2025
Q4 		$18.4M Buy
253,236
+16,408
+7% +$1.19M 0.35% 70
2025
Q3 		$17.4M Sell
236,828
-5,752
-2% -$413K 0.35% 75
2025
Q2 		$17M Sell
242,580
-140,108
-37% -$9.2M 0.38% 70
2025
Q1 		$24.7M Buy
382,688
+105,900
+38% +$7.11M 0.53% 48
2024
Q4 		$18.3M Buy
276,788
+27,420
+11% +$1.86M 0.41% 62
2024
Q3 		$16.4M Buy
249,368
+23,528
+10% +$1.48M 0.4% 66
2024
Q2 		$13.7M Buy
225,840
+1,184
+0.5% +$72K 0.38% 72
2024
Q1 		$14M Buy
224,656
+14,844
+7% +$877K 0.43% 63
2023
Q4 		$12.2M Sell
209,812
-13,824
-6% -$739K 0.43% 62
2023
Q3 		$11.6M Sell
223,636
-7,724
-3% -$424K 0.48% 57
2023
Q2 		$12.7M Sell
231,360
-352
-0.2% -$18.5K 0.53% 51
2023
Q1 		$12.2M Sell
231,712
-18,556
-7% -$987K 0.57% 47
2022
Q4 		$12.8M Buy
250,268
+1,768
+0.7% +$90.1K 0.65% 35
2022
Q3 		$11.7M Sell
248,500
-16,004
-6% -$836K 0.65% 35
2022
Q2 		$13M Buy
264,504
+104,132
+65% +$5.63M 0.72% 34
2022
Q1 		$9.8M Sell
160,372
-1,164
-0.7% -$68.3K 0.57% 45
2021
Q4 		$10M Buy
161,536
+392
+0.2% +$24.6K 0.62% 38
2021
Q3 		$9.54M Buy
161,144
+880
+0.5% +$53.2K 0.66% 36
2021
Q2 		$9.28M Buy
160,264
+92,132
+135% +$5.34M 0.69% 34
2021
Q1 		$3.77M Buy
68,132
+1,020
+2% +$55.4K 0.36% 60
2020
Q4 		$3.47M Buy
67,112
+584
+0.9% +$28.3K 0.36% 63
2020
Q3 		$2.93M Buy
66,528
+5,024
+8% +$219K 0.36% 65
2020
Q2 		$2.52M Buy
61,504
+10,324
+20% +$395K 0.41% 65
2020
Q1 		$1.69M Buy
51,180
+292
+0.6% +$12.1K 0.45% 62
2019
Q4 		$2.27M Buy
50,888
+1,168
+2% +$50.2K 0.5% 60
2019
Q3 		$2.08M Buy
49,720
+224
+0.5% +$9.36K 0.5% 60
2019
Q2 		$2.07M Buy
+49,496
New +$2.03M 0.52% 60

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Great Valley Advisor Group's VO Position: Q2 2026 in Review

Great Valley Advisor Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.29% in Q2 2026, buying an estimated $57.7K and bringing the position to 256,140 shares worth $20.6M. The position accounts for 0.33% of the portfolio, ranked #79.

Great Valley Advisor Group first reported a position in VO in Q2 2019 and has held it in 29 quarters since. The position peaked at $24.7M in Q1 2025. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Great Valley Advisor Group held 256,140 shares of Vanguard Morningstar Mid-Cap ETF worth $20.6M as of Q2 2026.
  • Great Valley Advisor Group bought 744 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $57.7K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.33% of Great Valley Advisor Group's portfolio in Q2 2026, its #79 holding.
  • Great Valley Advisor Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2019 and has held it in 29 quarters since.
  • Great Valley Advisor Group's Vanguard Morningstar Mid-Cap ETF position peaked at $24.7M in Q1 2025.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.