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

Morling 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	$214K	Buy	2,660 +60	+2%	+$4.65K	0.06%	79
2026 Q1	$187K	Hold	2,600	–	–	0.06%	75
2025 Q4	$189K	Sell	2,600 -448	-15%	-$32.6K	0.06%	74
2025 Q3	$224K	Buy	3,048 +444	+17%	+$31.9K	0.07%	66
2025 Q2	$182K	Hold	2,604	–	–	0.06%	70
2025 Q1	$168K	Sell	2,604 -40	-2%	-$2.68K	0.06%	81
2024 Q4	$175K	Buy	2,644 +40	+2%	+$2.72K	0.06%	72
2024 Q3	$172K	Hold	2,604	–	–	0.07%	69
2024 Q2	$158K	Hold	2,604	–	–	0.07%	63
2024 Q1	$163K	Sell	2,604 -60	-2%	-$3.55K	0.09%	66
2023 Q4	$155K	Buy	2,664 +60	+2%	+$3.21K	0.13%	55
2023 Q3	$136K	Hold	2,604	–	–	0.13%	51
2023 Q2	$143K	Buy	2,604 +4	+0.2%	+$210	0.14%	52
2023 Q1	$137K	Hold	2,600	–	–	0.15%	56
2022 Q4	$132K	Hold	2,600	–	–	0.17%	56
2022 Q3	$122K	Hold	2,600	–	–	0.17%	48
2022 Q2	$128K	Hold	2,600	–	–	0.17%	52
2022 Q1	$155K	Hold	2,600	–	–	0.2%	54
2021 Q4	$166K	Buy	+2,600	New	+$163K	0.16%	49

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

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

Morling Financial Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.3% in Q2 2026, buying an estimated $4.65K and bringing the position to 2,660 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #79.

Morling Financial Advisors first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $224K in Q3 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Morling Financial Advisors held 2,660 shares of Vanguard Morningstar Mid-Cap ETF worth $214K as of Q2 2026.
Morling Financial Advisors bought 60 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $4.65K.
Vanguard Morningstar Mid-Cap ETF made up 0.06% of Morling Financial Advisors's portfolio in Q2 2026, its #79 holding.
Morling Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Morling Financial Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $224K in Q3 2025.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.