Millington Financial Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Millington Financial 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	$707K	Sell	8,807 -26,357	-75%	-$2.04M	0.28%	72
2026 Q1	$673K	Buy	35,164 +26,240	+294%	+$1.95M	0.28%	70
2025 Q4	$672K	Buy	8,924 +144	+2%	+$10.5K	0.3%	67
2025 Q3	$636K	Sell	8,780 -52	-0.6%	-$3.73K	0.31%	64
2025 Q2	$636K	Sell	8,832 -3,172	-26%	-$208K	0.32%	61
2025 Q1	$731K	Buy	+12,004	New	+$806K	0.45%	52

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

Millington Financial Advisors's VO Position: Q2 2026 in Review

Millington Financial Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 75% in Q2 2026, selling an estimated $2.04M and leaving 8,807 shares worth $707K. The position accounts for 0.28% of the portfolio, ranked #72.

Millington Financial Advisors first reported a position in VO in Q1 2025 and has held it in 6 quarters since. The position peaked at $731K in Q1 2025. 2,485 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Millington Financial Advisors held 8,807 shares of Vanguard Morningstar Mid-Cap ETF worth $707K as of Q2 2026.
Millington Financial Advisors sold 26,357 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.04M.
Vanguard Morningstar Mid-Cap ETF made up 0.28% of Millington Financial Advisors's portfolio in Q2 2026, its #72 holding.
Millington Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Millington Financial Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $731K in Q1 2025.
2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Millington Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.