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

MONECO 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	$2.52M	Buy	31,335 +5,015	+19%	+$389K	0.15%	139
2026 Q1	$1.89M	Sell	26,320 -2,696	-9%	-$200K	0.15%	144
2025 Q4	$2.11M	Sell	29,016 -1,084	-4%	-$78.9K	0.17%	135
2025 Q3	$2.21M	Sell	30,100 -18,792	-38%	-$1.35M	0.18%	119
2025 Q2	$3.42M	Sell	48,892 -17,472	-26%	-$1.15M	0.32%	62
2025 Q1	$4.29M	Sell	66,364 -32,068	-33%	-$2.15M	0.44%	44
2024 Q4	$6.5M	Sell	98,432 -7,456	-7%	-$506K	0.69%	31
2024 Q3	$6.98M	Buy	105,888 +952	+0.9%	+$59.8K	0.87%	30
2024 Q2	$6.35M	Buy	104,936 +432	+0.4%	+$26.3K	0.93%	23
2024 Q1	$6.53M	Buy	104,504 +10,472	+11%	+$619K	1.04%	19
2023 Q4	$5.47M	Buy	94,032 +72,776	+342%	+$3.89M	1.04%	18
2023 Q3	$1.11M	Sell	21,256 -24	-0.1%	-$1.32K	0.3%	82
2023 Q2	$1.17M	Sell	21,280 -2,808	-12%	-$147K	0.32%	75
2023 Q1	$1.27M	Sell	24,088 -1,820	-7%	-$96.8K	0.37%	66
2022 Q4	$1.32M	Sell	25,908 -3,984	-13%	-$203K	0.48%	46
2022 Q3	$1.41M	Sell	29,892 -2,732	-8%	-$143K	0.56%	41
2022 Q2	$1.61M	Sell	32,624 -3,988	-11%	-$215K	0.62%	39
2022 Q1	$2.18M	Sell	36,612 -1,832	-5%	-$107K	0.8%	27
2021 Q4	$2.24M	Buy	38,444 +4,056	+12%	+$254K	0.84%	22
2021 Q3	$2.04M	Buy	34,388 +18,352	+114%	+$1.11M	0.8%	28
2021 Q2	$952K	Sell	16,036 -1,112	-6%	-$64.4K	0.44%	57
2021 Q1	$949K	Buy	17,148 +224	+1%	+$12.2K	0.46%	55
2020 Q4	$904K	Buy	16,924 +3,080	+22%	+$149K	0.5%	50
2020 Q3	$610K	Buy	13,844 +1,188	+9%	+$51.8K	0.39%	63
2020 Q2	$519K	Buy	12,656 +148	+1%	+$5.67K	0.41%	61
2020 Q1	$412K	Sell	12,508 -1,304	-9%	-$54K	0.42%	59
2019 Q4	$634K	Buy	13,812 +720	+5%	+$30.9K	0.45%	54
2019 Q3	$549K	Buy	13,092 +400	+3%	+$16.7K	0.43%	55
2019 Q2	$530K	Buy	12,692 +288	+2%	+$11.8K	0.43%	52
2019 Q1	$498K	Buy	12,404 +40	+0.3%	+$1.54K	0.4%	59
2018 Q4	$427K	Buy	+12,364	New	+$464K	0.5%	47

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

MONECO Advisors's VO Position: Q2 2026 in Review

MONECO Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 19% in Q2 2026, buying an estimated $389K and bringing the position to 31,335 shares worth $2.52M. The position accounts for 0.15% of the portfolio, ranked #139.

MONECO Advisors first reported a position in VO in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.98M in Q3 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

MONECO Advisors held 31,335 shares of Vanguard Morningstar Mid-Cap ETF worth $2.52M as of Q2 2026.
MONECO Advisors bought 5,015 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $389K.
Vanguard Morningstar Mid-Cap ETF made up 0.15% of MONECO Advisors's portfolio in Q2 2026, its #139 holding.
MONECO Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
MONECO Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $6.98M in Q3 2024.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.