JAG
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Journey Advisory Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Journey Advisory Group’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 		$1.01M Sell
12,558
-1,262
-9% -$97.8K 0.08% 157
2026
Q1 		$992K Sell
13,820
-3,368
-20% -$250K 0.08% 140
2025
Q4 		$1.25M Sell
17,188
-528
-3% -$38.4K 0.1% 140
2025
Q3 		$1.3M Buy
17,716
+164
+0.9% +$11.8K 0.1% 139
2025
Q2 		$1.23M Sell
17,552
-1,356
-7% -$89K 0.1% 149
2025
Q1 		$1.22M Sell
18,908
-12,384
-40% -$831K 0.1% 137
2024
Q4 		$1.89M Hold
31,292
– – 0.23% 83
2024
Q3 		$1.89M Hold
31,292
– – 0.23% 83
2024
Q2 		$1.89M Sell
31,292
-5,048
-14% -$307K 0.23% 83
2024
Q1 		$2.27M Sell
36,340
-4,484
-11% -$265K 0.28% 80
2023
Q4 		$2.37M Sell
40,824
-172
-0.4% -$9.19K 0.32% 74
2023
Q3 		$2.13M Buy
40,996
+172
+0.4% +$9.43K 0.32% 78
2023
Q2 		$2.25M Sell
40,824
-11,304
-22% -$593K 0.33% 78
2023
Q1 		$2.75M Buy
+52,128
New +$2.77M 0.43% 69
2022
Q4 		– Sell
-4,780
Closed -$225K – 245
2022
Q3 		$225K Buy
4,780
+156
+3% +$8.15K 0.06% 218
2022
Q2 		$249K Buy
+4,624
New +$250K 0.06% 218

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Journey Advisory Group's VO Position: Q2 2026 in Review

Journey Advisory Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 9.1% in Q2 2026, selling an estimated $97.8K and leaving 12,558 shares worth $1.01M. The position accounts for 0.08% of the portfolio, ranked #157.

Journey Advisory Group first reported a position in VO in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.75M in Q1 2023. 2,008 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Journey Advisory Group held 12,558 shares of Vanguard Morningstar Mid-Cap ETF worth $1.01M as of Q2 2026.
  • Journey Advisory Group sold 1,262 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $97.8K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.08% of Journey Advisory Group's portfolio in Q2 2026, its #157 holding.
  • Journey Advisory Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • Journey Advisory Group's Vanguard Morningstar Mid-Cap ETF position peaked at $2.75M in Q1 2023.
  • 2,008 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.