JFS Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

JFS Wealth 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	$2.58M	Buy	31,984 +1,960	+7%	+$152K	0.13%	100
2026 Q1	$2.16M	Buy	30,024 +280	+0.9%	+$20.8K	0.12%	104
2025 Q4	$2.16M	Buy	29,744 +152	+0.5%	+$11.1K	0.12%	103
2025 Q3	$2.17M	Sell	29,592 -60	-0.2%	-$4.31K	0.13%	102
2025 Q2	$2.07M	Buy	29,652 +52	+0.2%	+$3.41K	0.13%	100
2025 Q1	$1.91M	Buy	29,600 +532	+2%	+$35.7K	0.13%	99
2024 Q4	$1.92M	Sell	29,068 -72	-0.2%	-$4.89K	0.13%	91
2024 Q3	$1.92M	Buy	29,140 +23,156	+387%	+$1.45M	0.13%	98
2024 Q2	$362K	Sell	5,984 -2,568	-30%	-$156K	0.03%	176
2024 Q1	$534K	Buy	8,552 +2,688	+46%	+$159K	0.04%	156
2023 Q4	$341K	Buy	5,864 +1,880	+47%	+$100K	0.03%	173
2023 Q3	$207K	Buy	3,984 +1,728	+77%	+$94.8K	0.02%	219
2023 Q2	$124K	Buy	2,256 +1,228	+119%	+$64.4K	0.01%	254
2023 Q1	$54.3K	Hold	1,028	–	–	0.01%	364
2022 Q4	$52.4K	Sell	1,028 -12	-1%	-$611	0.01%	358
2022 Q3	$49K	Buy	1,040 +244	+31%	+$12.8K	0.01%	381
2022 Q2	$39K	Sell	796 -32	-4%	-$1.73K	﹤0.01%	443
2022 Q1	$49K	Buy	828 +600	+263%	+$35.2K	﹤0.01%	438
2021 Q4	$15K	Sell	228 -160	-41%	-$10K	﹤0.01%	623
2021 Q3	$23K	Buy	+388	New	+$23.4K	﹤0.01%	526
2018 Q4	–	Sell	-660	Closed	-$27K	–	535
2018 Q3	$27K	Hold	660	–	–	0.01%	293
2018 Q2	$26K	Hold	660	–	–	0.01%	291
2018 Q1	$25K	Hold	660	–	–	0.01%	295
2017 Q4	$26K	Hold	660	–	–	0.01%	300
2017 Q3	$24K	Hold	660	–	–	0.01%	304
2017 Q2	$24K	Buy	+660	New	+$23.3K	0.01%	281

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

JFS Wealth Advisors's VO Position: Q2 2026 in Review

JFS Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.5% in Q2 2026, buying an estimated $152K and bringing the position to 31,984 shares worth $2.58M. The position accounts for 0.13% of the portfolio, ranked #100.

JFS Wealth Advisors first reported a position in VO in Q2 2017 and has held it in 26 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

JFS Wealth Advisors held 31,984 shares of Vanguard Morningstar Mid-Cap ETF worth $2.58M as of Q2 2026.
JFS Wealth Advisors bought 1,960 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $152K.
Vanguard Morningstar Mid-Cap ETF made up 0.13% of JFS Wealth Advisors's portfolio in Q2 2026, its #100 holding.
JFS Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2017 and has held it in 26 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.