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

Insigneo 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	–	Sell	-3,392	Closed	-$243K	–	917
2026 Q1	$243K	Sell	3,392 -796	-19%	-$59.1K	0.02%	576
2025 Q4	$304K	Sell	4,188 -1,472	-26%	-$107K	0.02%	509
2025 Q3	$416K	Buy	5,660 +1,472	+35%	+$106K	0.03%	418
2025 Q2	$293K	Hold	4,188	–	–	0.03%	467
2025 Q1	$271K	Buy	+4,188	New	+$281K	0.03%	440
2024 Q3	–	Sell	-3,576	Closed	-$213K	–	652
2024 Q2	$213K	Buy	+3,576	New	+$217K	0.02%	491
2023 Q4	–	Sell	-8,344	Closed	-$434K	–	454
2023 Q3	$434K	Sell	8,344 -8	-0.1%	-$439	0.09%	210
2023 Q2	$460K	Buy	+8,352	New	+$438K	0.09%	212

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

Insigneo Advisory Services's VO Position: Q2 2026 in Review

Insigneo Advisory Services sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 3,392 shares — an estimated $243K sold.

Insigneo Advisory Services first reported a position in VO in Q2 2023 and held it in 8 quarters. The position peaked at $460K in Q2 2023. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Insigneo Advisory Services reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Insigneo Advisory Services sold 3,392 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $243K.
Insigneo Advisory Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and held it in 8 quarters.
Insigneo Advisory Services's Vanguard Morningstar Mid-Cap ETF position peaked at $460K in Q2 2023.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.