JNBA Financial Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $15.7M | Sell |
195,423
-4,505
| -2% | -$349K | 1.19% | 19 |
|
|
2026
Q1 | $14.4M | Sell |
199,928
-1,572
| -0.8% | -$117K | 1.2% | 20 |
|
|
2025
Q4 | $14.6M | Sell |
201,500
-1,600
| -0.8% | -$116K | 1.28% | 19 |
|
|
2025
Q3 | $14.9M | Sell |
203,100
-4,640
| -2% | -$333K | 1.36% | 19 |
|
|
2025
Q2 | $14.5M | Buy |
207,740
+85,088
| +69% | +$5.59M | 1.4% | 17 |
|
|
2025
Q1 | $7.93M | Buy |
122,652
+13,980
| +13% | +$938K | 0.82% | 27 |
|
|
2024
Q4 | $7.18M | Sell |
108,672
-968
| -0.9% | -$65.7K | 0.73% | 28 |
|
|
2024
Q3 | $7.23M | Sell |
109,640
-10,632
| -9% | -$668K | 0.73% | 28 |
|
|
2024
Q2 | $7.28M | Sell |
120,272
-6,080
| -5% | -$369K | 0.77% | 30 |
|
|
2024
Q1 | $7.89M | Sell |
126,352
-2,840
| -2% | -$168K | 0.83% | 29 |
|
|
2023
Q4 | $7.51M | Sell |
129,192
-7,688
| -6% | -$411K | 0.85% | 34 |
|
|
2023
Q3 | $7.13M | Sell |
136,880
-2,864
| -2% | -$157K | 0.89% | 31 |
|
|
2023
Q2 | $7.69M | Sell |
139,744
-3,252
| -2% | -$170K | 0.92% | 31 |
|
|
2023
Q1 | $7.54M | Buy |
142,996
+492
| +0.3% | +$26.2K | 0.98% | 30 |
|
|
2022
Q4 | $7.26M | Sell |
142,504
-3,948
| -3% | -$201K | 1.01% | 29 |
|
|
2022
Q3 | $6.88M | Sell |
146,452
-444
| -0.3% | -$23.2K | 1.06% | 28 |
|
|
2022
Q2 | $7.23M | Sell |
146,896
-4,836
| -3% | -$261K | 1.1% | 27 |
|
|
2022
Q1 | $9.02M | Sell |
151,732
-26,232
| -15% | -$1.54M | 1.19% | 25 |
|
|
2021
Q4 | $11.3M | Sell |
177,964
-4,128
| -2% | -$259K | 1.38% | 21 |
|
|
2021
Q3 | $10.8M | Sell |
182,092
-1,392
| -0.8% | -$84.1K | 1.45% | 18 |
|
|
2021
Q2 | $10.9M | Sell |
183,484
-2,376
| -1% | -$138K | 1.47% | 17 |
|
|
2021
Q1 | $10.3M | Sell |
185,860
-5,800
| -3% | -$315K | 1.49% | 18 |
|
|
2020
Q4 | $9.91M | Sell |
191,660
-5,840
| -3% | -$283K | 1.63% | 16 |
|
|
2020
Q3 | $8.7M | Sell |
197,500
-3,744
| -2% | -$163K | 1.75% | 13 |
|
|
2020
Q2 | $8.25M | Sell |
201,244
-4,064
| -2% | -$156K | 1.77% | 13 |
|
|
2020
Q1 | $6.76M | Sell |
205,308
-5,476
| -3% | -$227K | 1.62% | 16 |
|
|
2019
Q4 | $9.39M | Sell |
210,784
-12,176
| -5% | -$523K | 1.79% | 13 |
|
|
2019
Q3 | $9.34M | Sell |
222,960
-6,768
| -3% | -$283K | 1.9% | 14 |
|
|
2019
Q2 | $9.6M | Sell |
229,728
-5,536
| -2% | -$227K | 1.96% | 14 |
|
|
2019
Q1 | $9.46M | Sell |
235,264
-54,592
| -19% | -$2.1M | 2.03% | 13 |
|
|
2018
Q4 | $10M | Buy |
+289,856
| New | +$10.9M | 2.27% | 13 |
|
|
2018
Q3 | – | Sell |
-326,136
| Closed | -$12.9M | – | 713 |
|
|
2018
Q2 | $12.9M | Sell |
326,136
-5,544
| -2% | -$218K | 2.72% | 11 |
|
|
2018
Q1 | $12.8M | Sell |
331,680
-14,884
| -4% | -$586K | 2.74% | 11 |
|
|
2017
Q4 | $13.4M | Sell |
346,564
-7,496
| -2% | -$283K | 2.82% | 11 |
|
|
2017
Q3 | $13M | Buy |
354,060
+7,648
| +2% | +$276K | 2.9% | 11 |
|
|
2017
Q2 | $12.3M | Buy |
346,412
+15,344
| +5% | +$542K | 2.8% | 10 |
|
|
2017
Q1 | $11.5M | Buy |
331,068
+14,748
| +5% | +$507K | 2.72% | 10 |
|
|
2016
Q4 | $10.4M | Buy |
316,320
+315,180
| +27,647% | +$10.2M | 2.53% | 10 |
|
|
2016
Q3 | $37K | Sell |
1,140
-214,344
| -99% | -$6.88M | 0.01% | 615 |
|
|
2016
Q2 | $6.66M | Buy |
215,484
+159,528
| +285% | +$4.88M | 1.86% | 13 |
|
|
2016
Q1 | $1.7M | Buy |
55,956
+33,996
| +155% | +$962K | 0.61% | 22 |
|
|
2015
Q4 | $659K | Buy |
21,960
+21,056
| +2,329% | +$642K | 0.25% | 47 |
|
|
2015
Q3 | $26K | Buy |
904
+176
| +24% | +$5.49K | 0.01% | 255 |
|
|
2015
Q2 | $23K | Hold |
728
| – | – | 0.01% | 270 |
|
|
2015
Q1 | $24K | Hold |
728
| – | – | 0.01% | 274 |
|
|
2014
Q4 | $22K | Hold |
728
| – | – | 0.01% | 282 |
|
|
2014
Q3 | $21K | Hold |
728
| – | – | 0.01% | 287 |
|
|
2014
Q2 | $22K | Hold |
728
| – | – | 0.01% | 260 |
|
|
2014
Q1 | $21K | Hold |
728
| – | – | 0.01% | 251 |
|
|
2013
Q4 | $20K | Sell |
728
-936
| -56% | -$24.9K | 0.01% | 246 |
|
|
2013
Q3 | $43K | Hold |
1,664
| – | – | 0.03% | 165 |
|
|
2013
Q2 | $40K | Buy |
+1,664
| New | +$39.5K | 0.03% | 157 |
|
Other funds holding VO
JNBA Financial Advisors's VO Position: Q2 2026 in Review
JNBA Financial Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.3% in Q2 2026, selling an estimated $349K and leaving 195,423 shares worth $15.7M. The position accounts for 1.19% of the portfolio, ranked #19.
JNBA Financial Advisors first reported a position in VO in Q2 2013 and has held it in 52 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- JNBA Financial Advisors held 195,423 shares of Vanguard Morningstar Mid-Cap ETF worth $15.7M as of Q2 2026.
- JNBA Financial Advisors sold 4,505 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $349K.
- Vanguard Morningstar Mid-Cap ETF made up 1.19% of JNBA Financial Advisors's portfolio in Q2 2026, its #19 holding.
- JNBA Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.