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

Hobbs Group 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	$1.15M	Sell	14,279 -213	-1%	-$16.5K	0.3%	57
2026 Q1	$1.04M	Sell	14,492 -572	-4%	-$42.5K	0.31%	55
2025 Q4	$1.09M	Buy	15,064 +480	+3%	+$34.9K	0.33%	55
2025 Q3	$1.07M	Buy	14,584 +4	+0%	+$287	0.33%	56
2025 Q2	$1.02M	Sell	14,580 -260	-2%	-$17.1K	0.35%	54
2025 Q1	$959K	Sell	14,840 -252	-2%	-$16.9K	0.36%	53
2024 Q4	$996K	Buy	15,092 +20	+0.1%	+$1.36K	0.37%	50
2024 Q3	$994K	Buy	15,072 +16	+0.1%	+$1K	0.36%	50
2024 Q2	$911K	Buy	+15,056	New	+$915K	0.35%	54
2023 Q4	$875K	Buy	+15,052	New	+$804K	0.39%	45

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

Hobbs Group Advisors's VO Position: Q2 2026 in Review

Hobbs Group Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.5% in Q2 2026, selling an estimated $16.5K and leaving 14,279 shares worth $1.15M. The position accounts for 0.3% of the portfolio, ranked #57.

Hobbs Group Advisors first reported a position in VO in Q4 2023 and has held it in 10 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Hobbs Group Advisors held 14,279 shares of Vanguard Morningstar Mid-Cap ETF worth $1.15M as of Q2 2026.
Hobbs Group Advisors sold 213 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $16.5K.
Vanguard Morningstar Mid-Cap ETF made up 0.3% of Hobbs Group Advisors's portfolio in Q2 2026, its #57 holding.
Hobbs Group Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Hobbs Group Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.