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Harmony Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Harmony Asset Management’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 		$620K Buy
7,689
+3,209
+72% +$249K 0.17% 112
2026
Q1 		$322K Buy
+4,480
New +$333K 0.1% 149

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

Harmony Asset Management's VO Position: Q2 2026 in Review

Harmony Asset Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 72% in Q2 2026, buying an estimated $249K and bringing the position to 7,689 shares worth $620K. The position accounts for 0.17% of the portfolio, ranked #112.

Harmony Asset Management first reported a position in VO in Q1 2026 and has held it in 2 quarters since. 1,254 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Harmony Asset Management held 7,689 shares of Vanguard Morningstar Mid-Cap ETF worth $620K as of Q2 2026.
  • Harmony Asset Management bought 3,209 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $249K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.17% of Harmony Asset Management's portfolio in Q2 2026, its #112 holding.
  • Harmony Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,254 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.