Marshall & Sterling Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Marshall & Sterling 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	$5.26M	Buy	65,306 +5,846	+10%	+$453K	3.12%	8
2026 Q1	$4.27M	Buy	59,460 +3,920	+7%	+$291K	2.79%	9
2025 Q4	$4.03M	Sell	55,540 -352	-0.6%	-$25.6K	2.66%	13
2025 Q3	$4.08M	Buy	55,892 +1,144	+2%	+$82.2K	2.62%	12
2025 Q2	$3.81M	Buy	54,748 +1,136	+2%	+$74.6K	2.58%	12
2025 Q1	$3.47M	Sell	53,612 -1,436	-3%	-$96.4K	2.36%	12
2024 Q4	$3.63M	Buy	+55,048	New	+$3.74M	2.51%	13

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

Marshall & Sterling Wealth Advisors's VO Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 9.8% in Q2 2026, buying an estimated $453K and bringing the position to 65,306 shares worth $5.26M. The position accounts for 3.12% of the portfolio, ranked #8.

Marshall & Sterling Wealth Advisors first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Marshall & Sterling Wealth Advisors held 65,306 shares of Vanguard Morningstar Mid-Cap ETF worth $5.26M as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 5,846 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $453K.
Vanguard Morningstar Mid-Cap ETF made up 3.12% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #8 holding.
Marshall & Sterling Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.