Mason & Associates (Virginia)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Mason & Associates (Virginia)’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	$25.8M	Buy	320,768 +7,940	+3%	+$616K	5.38%	5
2026 Q1	$22.5M	Buy	312,828 +5,816	+2%	+$432K	5.14%	5
2025 Q4	$22.3M	Sell	307,012 -14,632	-5%	-$1.06M	5.06%	5
2025 Q3	$22.5M	Buy	321,644 +32	+0%	+$2.3K	5.65%	3
2025 Q2	$22.5M	Buy	321,612 +31,780	+11%	+$2.09M	5.65%	3
2025 Q1	$18.7M	Sell	289,832 -3,680	-1%	-$247K	5.4%	3
2024 Q4	$19.4M	Buy	293,512 +13,596	+5%	+$923K	5.79%	3
2024 Q3	$18.5M	Buy	279,916 +7,156	+3%	+$449K	5.65%	3
2024 Q2	$16.5M	Buy	+272,760	New	+$16.6M	5.42%	3

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

Mason & Associates (Virginia)'s VO Position: Q2 2026 in Review

Mason & Associates (Virginia) increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.5% in Q2 2026, buying an estimated $616K and bringing the position to 320,768 shares worth $25.8M. The position accounts for 5.38% of the portfolio, ranked #5.

Mason & Associates (Virginia) first reported a position in VO in Q2 2024 and has held it in 9 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Mason & Associates (Virginia) held 320,768 shares of Vanguard Morningstar Mid-Cap ETF worth $25.8M as of Q2 2026.
Mason & Associates (Virginia) bought 7,940 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $616K.
Vanguard Morningstar Mid-Cap ETF made up 5.38% of Mason & Associates (Virginia)'s portfolio in Q2 2026, its #5 holding.
Mason & Associates (Virginia) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.