Range Advisory, LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Range Advisory, LLC’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	$2.9M	Buy	35,959 +12,231	+52%	+$948K	0.35%	54
2026 Q1	$1.7M	Buy	23,728 +2,468	+12%	+$183K	0.32%	55
2025 Q4	$1.54M	Buy	+21,260	New	+$1.55M	0.4%	44

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

Range Advisory, LLC's VO Position: Q2 2026 in Review

Range Advisory, LLC increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 52% in Q2 2026, buying an estimated $948K and bringing the position to 35,959 shares worth $2.9M. The position accounts for 0.35% of the portfolio, ranked #54.

Range Advisory, LLC first reported a position in VO in Q4 2025 and has held it in 3 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Range Advisory, LLC held 35,959 shares of Vanguard Morningstar Mid-Cap ETF worth $2.9M as of Q2 2026.
Range Advisory, LLC bought 12,231 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $948K.
Vanguard Morningstar Mid-Cap ETF made up 0.35% of Range Advisory, LLC's portfolio in Q2 2026, its #54 holding.
Range Advisory, LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Range Advisory, LLC's 13F filing for Q2 2026, filed 2 Sep 2026.