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

Modus 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	$628K	Sell	7,795 -1,041	-12%	-$80.7K	0.16%	90
2026 Q1	$635K	Sell	8,836 -8,524	-49%	-$633K	0.17%	83
2025 Q4	$1.26M	Sell	17,360 -10,196	-37%	-$742K	0.33%	71
2025 Q3	$2.02M	Sell	27,556 -3,160	-10%	-$227K	0.55%	54
2025 Q2	$2.15M	Sell	30,716 -192	-0.6%	-$12.6K	0.64%	52
2025 Q1	$2M	Sell	30,908 -1,216	-4%	-$81.6K	0.65%	50
2024 Q4	$2.12M	Sell	32,124 -136	-0.4%	-$9.23K	0.66%	48
2024 Q3	$2.13M	Sell	32,260 -5,408	-14%	-$340K	0.7%	45
2024 Q2	$2.28M	Sell	37,668 -7,760	-17%	-$472K	0.81%	42
2024 Q1	$2.84M	Sell	45,428 -11,980	-21%	-$708K	1.05%	37
2023 Q4	$3.34M	Sell	57,408 -1,644	-3%	-$87.8K	1.36%	27
2023 Q3	$3.07M	Buy	59,052 +740	+1%	+$40.6K	1.34%	27
2023 Q2	$3.21M	Sell	58,312 -384	-0.7%	-$20.1K	1.38%	26
2023 Q1	$3.09M	Buy	58,696 +760	+1%	+$40.4K	1.43%	25
2022 Q4	$2.95M	Buy	57,936 +2,512	+5%	+$128K	1.43%	25
2022 Q3	$2.6M	Buy	55,424 +3,248	+6%	+$170K	1.37%	27
2022 Q2	$2.57M	Buy	52,176 +24	+0%	+$1.3K	1.3%	28
2022 Q1	$3.1M	Buy	52,152 +432	+0.8%	+$25.3K	1.36%	27
2021 Q4	$3.29M	Sell	51,720 -1,744	-3%	-$109K	1.4%	26
2021 Q3	$3.17M	Sell	53,464 -44	-0.1%	-$2.66K	1.37%	27
2021 Q2	$3.17M	Buy	53,508 +60	+0.1%	+$3.48K	1.34%	27
2021 Q1	$2.96M	Buy	53,448 +1,012	+2%	+$54.9K	1.37%	27
2020 Q4	$2.71M	Buy	52,436 +1,700	+3%	+$82.3K	1.4%	26
2020 Q3	$2.24M	Buy	50,736 +14,576	+40%	+$635K	1.28%	26
2020 Q2	$1.48M	Buy	+36,160	New	+$1.39M	0.97%	32

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

Modus Advisors's VO Position: Q2 2026 in Review

Modus Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 12% in Q2 2026, selling an estimated $80.7K and leaving 7,795 shares worth $628K. The position accounts for 0.16% of the portfolio, ranked #90.

Modus Advisors first reported a position in VO in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.34M in Q4 2023. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Modus Advisors held 7,795 shares of Vanguard Morningstar Mid-Cap ETF worth $628K as of Q2 2026.
Modus Advisors sold 1,041 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $80.7K.
Vanguard Morningstar Mid-Cap ETF made up 0.16% of Modus Advisors's portfolio in Q2 2026, its #90 holding.
Modus Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2020 and has held it in 25 quarters since.
Modus Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $3.34M in Q4 2023.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Modus Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.