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

Grey Fox 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	$28.7M	Buy	356,445 +27,373	+8%	+$2.12M	4.51%	7
2026 Q1	$23.6M	Buy	329,072 +29,460	+10%	+$2.19M	4.56%	7
2025 Q4	$21.7M	Buy	299,612 +13,328	+5%	+$970K	4.45%	7
2025 Q3	$21.1M	Buy	286,284 +15,096	+6%	+$1.08M	4.3%	6
2025 Q2	$19M	Buy	271,188 +5,008	+2%	+$329K	4.54%	6
2025 Q1	$17.2M	Buy	266,180 +12,364	+5%	+$830K	4.59%	6
2024 Q4	$16.8M	Buy	253,816 +5,656	+2%	+$384K	4.6%	6
2024 Q3	$16.4M	Buy	248,160 +47,020	+23%	+$2.95M	4.56%	6
2024 Q2	$12.2M	Buy	201,140 +11,376	+6%	+$691K	4.3%	7
2024 Q1	$11.9M	Buy	189,764 +18,448	+11%	+$1.09M	4.46%	7
2023 Q4	$9.96M	Buy	171,316 +15,216	+10%	+$813K	4.33%	7
2023 Q3	$8.13M	Buy	156,100 +28,156	+22%	+$1.54M	4.08%	8
2023 Q2	$7.04M	Buy	127,944 +30,960	+32%	+$1.62M	3.62%	7
2023 Q1	$5.11M	Buy	96,984 +10,132	+12%	+$539K	3.02%	8
2022 Q4	$4.43M	Buy	+86,852	New	+$4.42M	2.92%	7

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

Grey Fox Wealth Advisors's VO Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8.3% in Q2 2026, buying an estimated $2.12M and bringing the position to 356,445 shares worth $28.7M. The position accounts for 4.51% of the portfolio, ranked #7.

Grey Fox Wealth Advisors first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Grey Fox Wealth Advisors held 356,445 shares of Vanguard Morningstar Mid-Cap ETF worth $28.7M as of Q2 2026.
Grey Fox Wealth Advisors bought 27,373 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.12M.
Vanguard Morningstar Mid-Cap ETF made up 4.51% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #7 holding.
Grey Fox Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.