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

Guerra 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
2025 Q3	$69.3K	Buy	+944	New	+$67.8K	0.03%	140

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guerra Advisors's VO Position: Q3 2025 in Review

Guerra Advisors opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2025: 944 shares worth $69.3K. The stake represents 0.03% of the portfolio and ranks #140 among its holdings.

2,219 funds tracked by Wall St. Rank hold VO as of Q3 2025.

Guerra Advisors held 944 shares of Vanguard Morningstar Mid-Cap ETF worth $69.3K as of Q3 2025.
Vanguard Morningstar Mid-Cap ETF was a new Guerra Advisors position in Q3 2025.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Guerra Advisors's portfolio in Q3 2025, its #140 holding.
2,219 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.