MIA
VO icon

Milestone Investment Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Milestone Investment 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 		$13.5M Buy
168,086
+10,090
+6% +$782K 2.93% 7
2026
Q1 		$11.3M Buy
157,996
+21,012
+15% +$1.56M 2.74% 10
2025
Q4 		$9.94M Sell
136,984
-676
-0.5% -$49.2K 2.41% 15
2025
Q3 		$10.1M Buy
137,660
+2,924
+2% +$210K 2.51% 11
2025
Q2 		$9.43M Sell
134,736
-1,312
-1% -$86.1K 2.46% 13
2025
Q1 		$8.8M Buy
136,048
+121,428
+831% +$8.15M 2.44% 12
2024
Q4 		$965K Buy
14,620
+4,716
+48% +$320K 0.26% 47
2024
Q3 		$653K Sell
9,904
-80
-0.8% -$5.02K 0.18% 54
2024
Q2 		$604K Buy
9,984
+64
+0.6% +$3.89K 0.16% 53
2024
Q1 		$620K Hold
9,920
– – 0.17% 51
2023
Q4 		$577K Sell
9,920
-208
-2% -$11.1K 0.17% 52
2023
Q3 		$527K Sell
10,128
-20
-0.2% -$1.1K 0.15% 62
2023
Q2 		$559K Buy
10,148
+128
+1% +$6.71K 0.17% 49
2023
Q1 		$528K Buy
10,020
+1,568
+19% +$83.4K 0.16% 53
2022
Q4 		$431K Buy
+8,452
New +$431K 0.15% 47

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Milestone Investment Advisors's VO Position: Q2 2026 in Review

Milestone Investment Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.4% in Q2 2026, buying an estimated $782K and bringing the position to 168,086 shares worth $13.5M. The position accounts for 2.93% of the portfolio, ranked #7.

Milestone Investment Advisors first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Milestone Investment Advisors held 168,086 shares of Vanguard Morningstar Mid-Cap ETF worth $13.5M as of Q2 2026.
  • Milestone Investment Advisors bought 10,090 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $782K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.93% of Milestone Investment Advisors's portfolio in Q2 2026, its #7 holding.
  • Milestone Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.