Hummer Financial Advisory Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Hummer Financial Advisory Services’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	$789K	Hold	9,796	–	–	0.52%	43
2026 Q1	$703K	Buy	9,796 +600	+7%	+$44.6K	0.5%	46
2025 Q4	$667K	Hold	9,196	–	–	0.47%	44
2025 Q3	$678K	Hold	9,196	–	–	0.49%	43
2025 Q2	$646K	Buy	9,196 +2,000	+28%	+$131K	0.49%	43
2025 Q1	$465K	Buy	7,196 +3,896	+118%	+$261K	0.38%	57
2024 Q4	$218K	Hold	3,300	–	–	0.17%	104
2024 Q3	$218K	Hold	3,300	–	–	0.17%	104
2024 Q2	$200K	Sell	3,300 -360	-10%	-$21.9K	0.17%	100
2024 Q1	$229K	Buy	+3,660	New	+$216K	0.19%	99
2022 Q2	–	Sell	-3,480	Closed	-$207K	–	102
2022 Q1	$207K	Hold	3,480	–	–	0.19%	100
2021 Q4	$222K	Hold	3,480	–	–	0.19%	98
2021 Q3	$206K	Hold	3,480	–	–	0.19%	101
2021 Q2	$206K	Buy	+3,480	New	+$202K	0.19%	104

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Hummer Financial Advisory Services's VO Position: Q2 2026 in Review

Hummer Financial Advisory Services held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 9,796 shares worth $789K. The position accounts for 0.52% of the portfolio, ranked #43.

Hummer Financial Advisory Services first reported a position in VO in Q2 2021 and has held it in 14 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Hummer Financial Advisory Services held 9,796 shares of Vanguard Morningstar Mid-Cap ETF worth $789K as of Q2 2026.
Hummer Financial Advisory Services left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.52% of Hummer Financial Advisory Services's portfolio in Q2 2026, its #43 holding.
Hummer Financial Advisory Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 14 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Hummer Financial Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.