Mokosak Advisory Group
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Mokosak Advisory Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Mokosak Advisory Group’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
Q3 		$5.04M Buy
64,210
+316
+0.5% +$25.7K 1.11% 13
2026
Q2 		$5.15M Sell
63,894
-1,646
-3% -$128K 1.11% 13
2026
Q1 		$4.71M Buy
65,540
+1,728
+3% +$128K 1.18% 12
2025
Q4 		$4.63M Buy
63,812
+2,304
+4% +$168K 1.16% 12
2025
Q3 		$4.52M Sell
61,508
-172
-0.3% -$12.4K 1.18% 11
2025
Q2 		$4.31M Sell
61,680
-492
-0.8% -$32.3K 1.22% 11
2025
Q1 		$4.02M Buy
62,172
+508
+0.8% +$34.1K 1.24% 11
2024
Q4 		$4.07M Sell
61,664
-1,216
-2% -$82.6K 1.22% 12
2024
Q3 		$4.15M Sell
62,880
-1,828
-3% -$115K 1.24% 11
2024
Q2 		$3.92M Buy
64,708
+76
+0.1% +$4.62K 1.29% 12
2024
Q1 		$4.04M Buy
64,632
+1,824
+3% +$108K 1.33% 12
2023
Q4 		$3.65M Buy
62,808
+116
+0.2% +$6.2K 1.31% 13
2023
Q3 		$3.26M Sell
62,692
-32
-0.1% -$1.76K 1.33% 13
2023
Q2 		$3.45M Buy
62,724
+480
+0.8% +$25.2K 1.36% 12
2023
Q1 		$3.28M Buy
62,244
+1,948
+3% +$104K 1.4% 11
2022
Q4 		$3.08M Sell
60,296
-592
-1% -$30.2K 1.38% 11
2022
Q3 		$2.87M Buy
60,888
+10,364
+21% +$542K 1.41% 13
2022
Q2 		$2.49M Buy
50,524
+2,332
+5% +$126K 1.19% 12
2022
Q1 		$2.87M Sell
48,192
-132
-0.3% -$7.74K 1.16% 12
2021
Q4 		$3.08M Sell
48,324
-512
-1% -$32.1K 1.18% 11
2021
Q3 		$2.89M Sell
48,836
-212
-0.4% -$12.8K 1.2% 12
2021
Q2 		$2.91M Buy
49,048
+12
+0% +$695 1.22% 12
2021
Q1 		$2.71M Sell
49,036
-1,452
-3% -$78.8K 1.22% 12
2020
Q4 		$2.61M Buy
50,488
+1,108
+2% +$53.6K 1.25% 12
2020
Q3 		$2.18M Sell
49,380
-556
-1% -$24.2K 1.24% 12
2020
Q2 		$2.04M Sell
49,936
-1,336
-3% -$51.2K 1.25% 13
2020
Q1 		$1.68M Buy
+51,272
New +$2.12M 1.26% 12

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Mokosak Advisory Group's VO Position: Q3 2026 in Review

Mokosak Advisory Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.49% in Q3 2026, buying an estimated $25.7K and bringing the position to 64,210 shares worth $5.04M. The position accounts for 1.11% of the portfolio, ranked #13.

Mokosak Advisory Group first reported a position in VO in Q1 2020 and has held it in 27 quarters since. The position peaked at $5.15M in Q2 2026. 2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Mokosak Advisory Group held 64,210 shares of Vanguard Morningstar Mid-Cap ETF worth $5.04M as of Q3 2026.
  • Mokosak Advisory Group bought 316 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $25.7K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.11% of Mokosak Advisory Group's portfolio in Q3 2026, its #13 holding.
  • Mokosak Advisory Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 27 quarters since.
  • Mokosak Advisory Group's Vanguard Morningstar Mid-Cap ETF position peaked at $5.15M in Q2 2026.
  • 2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Mokosak Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.