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

HighRoad 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 		$8.27M Buy
102,596
+500
+0.5% +$38.8K 6.97% 7
2026
Q1 		$7.33M Sell
102,096
-984
-1% -$73.1K 7.16% 6
2025
Q4 		$7.48M Buy
+103,080
New +$7.5M 7.14% 6

Other funds holding VO

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

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

HighRoad Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.49% in Q2 2026, buying an estimated $38.8K and bringing the position to 102,596 shares worth $8.27M. The position accounts for 6.97% of the portfolio, ranked #7.

HighRoad Wealth Advisors first reported a position in VO in Q4 2025 and has held it in 3 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • HighRoad Wealth Advisors held 102,596 shares of Vanguard Morningstar Mid-Cap ETF worth $8.27M as of Q2 2026.
  • HighRoad Wealth Advisors bought 500 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $38.8K.
  • Vanguard Morningstar Mid-Cap ETF made up 6.97% of HighRoad Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • HighRoad Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on HighRoad Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.