Joel Adams & Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Joel Adams & Associates’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	$2.87M	Sell	35,611 -169	-0.5%	-$13.1K	1.84%	12
2026 Q1	$2.57M	Sell	35,780 -528	-1%	-$39.2K	1.91%	12
2025 Q4	$2.63M	Buy	36,308 +1,688	+5%	+$123K	1.98%	12
2025 Q3	$2.54M	Sell	34,620 -824	-2%	-$59.2K	2.05%	11
2025 Q2	$2.48M	Sell	35,444 -3,940	-10%	-$259K	2.2%	10
2025 Q1	$2.55M	Sell	39,384 -1,096	-3%	-$73.6K	2.29%	10
2024 Q4	$2.67M	Buy	+40,480	New	+$2.75M	2.43%	10

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

Joel Adams & Associates's VO Position: Q2 2026 in Review

Joel Adams & Associates reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.47% in Q2 2026, selling an estimated $13.1K and leaving 35,611 shares worth $2.87M. The position accounts for 1.84% of the portfolio, ranked #12.

Joel Adams & Associates first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,480 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Joel Adams & Associates held 35,611 shares of Vanguard Morningstar Mid-Cap ETF worth $2.87M as of Q2 2026.
Joel Adams & Associates sold 169 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $13.1K.
Vanguard Morningstar Mid-Cap ETF made up 1.84% of Joel Adams & Associates's portfolio in Q2 2026, its #12 holding.
Joel Adams & Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.