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

Mayfair 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	$684K	Buy	8,491 +15	+0.2%	+$1.16K	0.21%	79
2026 Q1	$609K	Buy	8,476 +296	+4%	+$22K	0.21%	81
2025 Q4	$598K	Hold	8,180	–	–	0.23%	79
2025 Q3	$601K	Hold	8,180	–	–	0.26%	77
2025 Q2	$580K	Buy	8,180 +80	+1%	+$5.25K	0.27%	74
2025 Q1	$524K	Hold	8,100	–	–	0.3%	68
2024 Q4	$535K	Hold	8,100	–	–	0.32%	63
2024 Q3	$534K	Hold	8,100	–	–	0.34%	56
2024 Q2	$504K	Hold	8,100	–	–	0.34%	57
2024 Q1	$506K	Buy	+8,100	New	+$479K	0.37%	59
2022 Q1	–	Sell	-3,260	Closed	-$201K	–	108
2021 Q4	$201K	Buy	+3,260	New	+$204K	0.27%	97

Other funds holding VO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 New York $609B AUM 40.19% 1-Year Est. Return

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

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

Mayfair Advisory Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.18% in Q2 2026, buying an estimated $1.16K and bringing the position to 8,491 shares worth $684K. The position accounts for 0.21% of the portfolio, ranked #79.

Mayfair Advisory Group first reported a position in VO in Q4 2021 and has held it in 11 quarters since. 2,008 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Mayfair Advisory Group held 8,491 shares of Vanguard Morningstar Mid-Cap ETF worth $684K as of Q2 2026.
Mayfair Advisory Group bought 15 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.16K.
Vanguard Morningstar Mid-Cap ETF made up 0.21% of Mayfair Advisory Group's portfolio in Q2 2026, its #79 holding.
Mayfair Advisory Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 11 quarters since.
2,008 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Mayfair Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.