JWCA
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J.W. Cole Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

J.W. Cole 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 		$16.7M Buy
+207,364
New +$16.1M 0.29% 62
2026
Q1 		– Sell
-212,128
Closed -$12.1M – 1461
2025
Q4 		$12.1M Sell
212,128
-36,084
-15% -$2.62M 0.29% 62
2025
Q3 		$18.2M Buy
248,212
+32,996
+15% +$2.37M 0.35% 46
2025
Q2 		$15.1M Buy
215,216
+97,020
+82% +$6.37M 0.32% 51
2025
Q1 		$7.64M Sell
118,196
-31,100
-21% -$2.09M 0.24% 84
2024
Q4 		$9.86M Buy
149,296
+10,056
+7% +$683K 0.4% 44
2024
Q3 		$9.18M Sell
139,240
-1,156
-0.8% -$72.6K 0.39% 47
2024
Q2 		$8.5M Buy
140,396
+7,396
+6% +$449K 0.4% 42
2024
Q1 		$8.29M Sell
133,000
-19,572
-13% -$1.16M 0.42% 41
2023
Q4 		$8.87M Buy
152,572
+10,940
+8% +$585K 0.52% 37
2023
Q3 		$7.37M Buy
141,632
+5,904
+4% +$324K 0.54% 34
2023
Q2 		$7.47M Buy
135,728
+4,704
+4% +$247K 0.53% 33
2023
Q1 		$6.91M Buy
131,024
+580
+0.4% +$30.9K 0.49% 36
2022
Q4 		$6.65M Buy
130,444
+1,864
+1% +$94.9K 0.51% 38
2022
Q3 		$6.04M Buy
128,580
+6,620
+5% +$346K 0.5% 37
2022
Q2 		$6.01M Buy
121,960
+27,120
+29% +$1.47M 0.48% 40
2022
Q1 		$5.64M Buy
94,840
+7,972
+9% +$468K 0.38% 56
2021
Q4 		$5.53M Buy
+86,868
New +$5.45M 0.36% 56
2021
Q3 		– Sell
-66,296
Closed -$3.93M – 775
2021
Q2 		$3.93M Buy
66,296
+6,956
+12% +$403K 0.31% 76
2021
Q1 		$3.28M Buy
59,340
+2,004
+3% +$109K 0.32% 75
2020
Q4 		$2.96M Buy
57,336
+7,560
+15% +$366K 0.31% 75
2020
Q3 		$2.19M Buy
49,776
+1,576
+3% +$68.7K 0.17% 141
2020
Q2 		$1.98M Buy
48,200
+34,800
+260% +$1.33M 0.3% 101
2020
Q1 		$441K Sell
13,400
-69,668
-84% -$2.88M 0.85% 39
2019
Q4 		$3.7M Buy
+83,068
New +$3.57M 0.47% 48

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

J.W. Cole Advisors's VO Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 207,364 shares worth $16.7M. The stake represents 0.29% of the portfolio and ranks #62 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in VO as recently as Q4 2025.

J.W. Cole Advisors first reported a position in VO in Q4 2019 and has held it in 25 quarters since. The position peaked at $18.2M in Q3 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • J.W. Cole Advisors held 207,364 shares of Vanguard Morningstar Mid-Cap ETF worth $16.7M as of Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.29% of J.W. Cole Advisors's portfolio in Q2 2026, its #62 holding.
  • J.W. Cole Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 25 quarters since.
  • J.W. Cole Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $18.2M in Q3 2025.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.