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

HFG 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	$228K	Hold	2,832	–	–	0.14%	104
2026 Q1	$203K	Hold	2,832	–	–	0.14%	112
2025 Q4	$205K	Buy	2,832 +40	+1%	+$2.91K	0.15%	106
2025 Q3	$205K	Buy	+2,792	New	+$201K	0.15%	101
2025 Q2	–	Sell	-3,212	Closed	-$208K	–	107
2025 Q1	$208K	Hold	3,212	–	–	0.18%	89
2024 Q4	$212K	Hold	3,212	–	–	0.19%	87
2024 Q3	$212K	Buy	+3,212	New	+$202K	0.19%	90
2024 Q2	–	Sell	-3,752	Closed	-$234K	–	110
2024 Q1	$234K	Sell	3,752 -132	-3%	-$7.8K	0.21%	90
2023 Q4	$226K	Buy	+3,884	New	+$208K	0.22%	87
2022 Q2	–	Sell	-3,588	Closed	-$213K	–	94
2022 Q1	$213K	Buy	3,588 +420	+13%	+$24.6K	0.24%	81
2021 Q4	$202K	Buy	+3,168	New	+$199K	0.23%	81

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

HFG Advisors's VO Position: Q2 2026 in Review

HFG Advisors held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 2,832 shares worth $228K. The position accounts for 0.14% of the portfolio, ranked #104.

HFG Advisors first reported a position in VO in Q4 2021 and has held it in 11 quarters since. The position peaked at $234K in Q1 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

HFG Advisors held 2,832 shares of Vanguard Morningstar Mid-Cap ETF worth $228K as of Q2 2026.
HFG Advisors left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.14% of HFG Advisors's portfolio in Q2 2026, its #104 holding.
HFG Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 11 quarters since.
HFG Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $234K in Q1 2024.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on HFG Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.