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

HTG Investment 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	$351K	Hold	4,356	–	–	0.09%	66
2026 Q1	$313K	Hold	4,356	–	–	0.09%	65
2025 Q4	$316K	Hold	4,356	–	–	0.1%	57
2025 Q3	$320K	Hold	4,356	–	–	0.11%	55
2025 Q2	$305K	Hold	4,356	–	–	0.11%	55
2025 Q1	$282K	Hold	4,356	–	–	0.12%	56
2024 Q4	$288K	Buy	4,356 +260	+6%	+$17.7K	0.13%	56
2024 Q3	$270K	Buy	4,096 +228	+6%	+$14.3K	0.13%	53
2024 Q2	$234K	Sell	3,868 -504	-12%	-$30.6K	0.13%	55
2024 Q1	$273K	Hold	4,372	–	–	0.16%	54
2023 Q4	$254K	Hold	4,372	–	–	0.17%	53
2023 Q3	$228K	Hold	4,372	–	–	0.18%	49
2023 Q2	$241K	Hold	4,372	–	–	0.2%	49
2023 Q1	$231K	Hold	4,372	–	–	0.21%	47
2022 Q4	$223K	Buy	+4,372	New	+$223K	0.23%	47

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 22.9% 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

HTG Investment Advisors's VO Position: Q2 2026 in Review

HTG Investment Advisors held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 4,356 shares worth $351K. The position accounts for 0.09% of the portfolio, ranked #66.

HTG Investment Advisors first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

HTG Investment Advisors held 4,356 shares of Vanguard Morningstar Mid-Cap ETF worth $351K as of Q2 2026.
HTG Investment Advisors left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.09% of HTG Investment Advisors's portfolio in Q2 2026, its #66 holding.
HTG Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.