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HBW Advisory Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

HBW Advisory Services’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
Q1 		– Sell
-11,108
Closed -$806K – 472
2025
Q4 		$806K Buy
11,108
+72
+0.7% +$5.24K 0.09% 211
2025
Q3 		$810K Buy
11,036
+496
+5% +$35.6K 0.09% 199
2025
Q2 		$737K Sell
10,540
-1,012
-9% -$66.4K 0.09% 197
2025
Q1 		$747K Buy
11,552
+76
+0.7% +$5.1K 0.11% 168
2024
Q4 		$758K Sell
11,476
-1,316
-10% -$89.3K 0.08% 161
2024
Q3 		$844K Sell
12,792
-392
-3% -$24.6K 0.12% 152
2024
Q2 		$798K Sell
13,184
-1,396
-10% -$84.8K 0.13% 149
2024
Q1 		$848K Hold
14,580
– – 0.16% 136
2023
Q4 		$848K Sell
14,580
-880
-6% -$47K 0.16% 136
2023
Q3 		$805K Sell
15,460
-6,296
-29% -$345K 0.17% 138
2023
Q2 		$1.2M Buy
+21,756
New +$1.14M 0.26% 90
2023
Q1 		– Sell
-25,948
Closed -$1.32M – 294
2022
Q4 		$1.32M Buy
25,948
+13,992
+117% +$713K 0.35% 82
2022
Q3 		$562K Buy
11,956
+148
+1% +$7.74K 0.16% 145
2022
Q2 		$582K Buy
11,808
+2,172
+23% +$117K 0.15% 140
2022
Q1 		$573K Buy
9,636
+48
+0.5% +$2.82K 0.2% 122
2021
Q4 		$611K Buy
9,588
+940
+11% +$58.9K 0.14% 138
2021
Q3 		$512K Buy
8,648
+524
+6% +$31.7K 0.13% 151
2021
Q2 		$482K Buy
8,124
+540
+7% +$31.3K 0.13% 157
2021
Q1 		$420K Buy
7,584
+1,852
+32% +$101K 0.11% 158
2020
Q4 		$296K Buy
5,732
+252
+5% +$12.2K 0.09% 168
2020
Q3 		$241K Buy
+5,480
New +$239K 0.1% 165

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HBW Advisory Services's VO Position: Q1 2026 in Review

HBW Advisory Services sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 11,108 shares — an estimated $806K sold.

HBW Advisory Services first reported a position in VO in Q3 2020 and held it in 21 quarters. The position peaked at $1.32M in Q4 2022. 2,396 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • HBW Advisory Services reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • HBW Advisory Services sold 11,108 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $806K.
  • HBW Advisory Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2020 and held it in 21 quarters.
  • HBW Advisory Services's Vanguard Morningstar Mid-Cap ETF position peaked at $1.32M in Q4 2022.
  • 2,396 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on HBW Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.