MA
VO icon

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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Modus Advisors's VO Position: Q1 2026 in Review

Modus Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 49% in Q1 2026, selling an estimated $633K and leaving 8,836 shares worth $635K. The position accounts for 0.17% of the portfolio, ranked #83.

Modus Advisors first reported a position in VO in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.34M in Q4 2023. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Modus Advisors held 8,836 shares of Vanguard Morningstar Mid-Cap ETF worth $635K as of Q1 2026.
  • Modus Advisors sold 8,524 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $633K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.17% of Modus Advisors's portfolio in Q1 2026, its #83 holding.
  • Modus Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2020 and has held it in 24 quarters since.
  • Modus Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $3.34M in Q4 2023.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.