J.W. Burns & Co’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

J.W. Burns & Co’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	$242K	Hold	3,000	–	–	0.03%	178
2026 Q1	$215K	Hold	3,000	–	–	0.02%	176
2025 Q4	$218K	Hold	3,000	–	–	0.02%	176
2025 Q3	$220K	Buy	+3,000	New	+$215K	0.02%	176
2023 Q2	–	Sell	-4,336	Closed	-$229K	–	174
2023 Q1	$229K	Sell	4,336 -200	-4%	-$10.6K	0.04%	166
2022 Q4	$231K	Buy	+4,536	New	+$231K	0.04%	165
2022 Q2	–	Sell	-3,600	Closed	-$214K	–	175
2022 Q1	$214K	Hold	3,600	–	–	0.03%	169
2021 Q4	$229K	Hold	3,600	–	–	0.03%	178
2021 Q3	$213K	Hold	3,600	–	–	0.03%	177
2021 Q2	$214K	Buy	+3,600	New	+$209K	0.03%	177

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

J.W. Burns & Co's VO Position: Q2 2026 in Review

J.W. Burns & Co held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 3,000 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #178.

J.W. Burns & Co first reported a position in VO in Q2 2021 and has held it in 10 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

J.W. Burns & Co held 3,000 shares of Vanguard Morningstar Mid-Cap ETF worth $242K as of Q2 2026.
J.W. Burns & Co left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of J.W. Burns & Co's portfolio in Q2 2026, its #178 holding.
J.W. Burns & Co first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 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 J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.