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

HCR 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	$229K	Buy	+2,845	New	+$221K	0.02%	238
2025 Q4	–	Sell	-2,716	Closed	-$200K	–	263
2025 Q3	$200K	Buy	+2,716	New	+$195K	0.02%	236
2021 Q1	–	Sell	-76	Closed	-$2K	–	278
2020 Q4	$2K	Hold	76	–	–	﹤0.01%	264
2020 Q3	$2K	Hold	76	–	–	﹤0.01%	238
2020 Q2	$2K	Hold	76	–	–	﹤0.01%	243
2020 Q1	$2K	Sell	76 -2,000	-96%	-$82.8K	﹤0.01%	235
2019 Q4	$62K	Buy	+2,076	New	+$89.1K	0.02%	177

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

HCR Wealth Advisors's VO Position: Q2 2026 in Review

HCR Wealth Advisors opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 2,845 shares worth $229K. The stake represents 0.02% of the portfolio and ranks #238 among its holdings. This is a return to the name: HCR Wealth Advisors previously reported a position in VO as recently as Q3 2025.

HCR Wealth Advisors first reported a position in VO in Q4 2019 and has held it in 7 quarters since. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

HCR Wealth Advisors held 2,845 shares of Vanguard Morningstar Mid-Cap ETF worth $229K as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new HCR Wealth Advisors position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of HCR Wealth Advisors's portfolio in Q2 2026, its #238 holding.
HCR Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 7 quarters since.
2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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