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MFA Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

MFA 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 		$5.95M Buy
73,861
+5,385
+8% +$417K 1.01% 26
2026
Q1 		$4.92M Buy
68,476
+4,540
+7% +$337K 0.97% 26
2025
Q4 		$4.64M Buy
63,936
+3,240
+5% +$236K 0.98% 27
2025
Q3 		$4.46M Buy
60,696
+3,876
+7% +$278K 0.97% 28
2025
Q2 		$3.97M Buy
56,820
+52,600
+1,246% +$3.45M 0.93% 29
2025
Q1 		$273K Buy
4,220
+492
+13% +$33K 0.07% 76
2024
Q4 		$246K Hold
3,728
– – 0.06% 69
2024
Q3 		$246K Hold
3,728
– – 0.05% 87
2024
Q2 		$226K Hold
3,728
– – 0.05% 91
2024
Q1 		$233K Hold
3,728
– – 0.06% 79
2023
Q4 		$217K Buy
+3,728
New +$199K 0.06% 86
2023
Q1 		– Sell
-93,420
Closed -$4.76M – 79
2022
Q4 		$4.76M Buy
93,420
+3,312
+4% +$169K 1.72% 18
2022
Q3 		$4.24M Buy
90,108
+3,392
+4% +$177K 1.57% 19
2022
Q2 		$4.27M Buy
86,716
+5,492
+7% +$297K 1.56% 19
2022
Q1 		$4.83M Buy
81,224
+34,560
+74% +$2.03M 1.54% 22
2021
Q4 		$2.97M Buy
46,664
+400
+0.9% +$25.1K 1.26% 25
2021
Q3 		$2.74M Sell
46,264
-3,964
-8% -$240K 1.26% 25
2021
Q2 		$2.98M Sell
50,228
-1,164
-2% -$67.5K 1.35% 28
2021
Q1 		$2.86M Buy
+51,392
New +$2.79M 1.39% 28
2020
Q3 		– Sell
-404,192
Closed -$16.6M – 225
2020
Q2 		$16.6M Buy
404,192
+24,764
+7% +$949K 10.71% 1
2020
Q1 		$12.5M Buy
+379,428
New +$15.7M 12.13% 1

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MFA Wealth Advisors's VO Position: Q2 2026 in Review

MFA Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.9% in Q2 2026, buying an estimated $417K and bringing the position to 73,861 shares worth $5.95M. The position accounts for 1.01% of the portfolio, ranked #26.

MFA Wealth Advisors first reported a position in VO in Q1 2020 and has held it in 21 quarters since. The position peaked at $16.6M in Q2 2020. 1,260 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • MFA Wealth Advisors held 73,861 shares of Vanguard Morningstar Mid-Cap ETF worth $5.95M as of Q2 2026.
  • MFA Wealth Advisors bought 5,385 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $417K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.01% of MFA Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • MFA Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 21 quarters since.
  • MFA Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $16.6M in Q2 2020.
  • 1,260 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.