Moss Adams Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Moss Adams Wealth 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	$1.48M	Hold	18,400	–	–	0.09%	74
2026 Q1	$1.32M	Buy	18,400 +3,300	+22%	+$245K	0.1%	65
2025 Q4	$1.1M	Sell	15,100 -56	-0.4%	-$4.07K	0.08%	78
2025 Q3	$1.12M	Buy	15,156 +644	+4%	+$46.2K	0.09%	71
2025 Q2	$1.02M	Buy	+14,512	New	+$953K	0.09%	75
2023 Q4	–	Sell	-244	Closed	-$12.7K	–	173
2023 Q3	$12.7K	Sell	244 -76	-24%	-$4.17K	﹤0.01%	140
2023 Q2	$17.6K	Sell	320 -28	-8%	-$1.47K	0.01%	121
2023 Q1	$18.4K	Sell	348 -52	-13%	-$2.77K	0.01%	129
2022 Q4	$20.4K	Buy	+400	New	+$20.4K	0.01%	140

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Moss Adams Wealth Advisors's VO Position: Q2 2026 in Review

Moss Adams Wealth Advisors held its Vanguard Mid-Cap ETF (VO) position steady in Q2 2026 at 18,400 shares worth $1.48M. The position accounts for 0.09% of the portfolio, ranked #74.

Moss Adams Wealth Advisors first reported a position in VO in Q4 2022 and has held it in 9 quarters since. 1,102 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Moss Adams Wealth Advisors held 18,400 shares of Vanguard Mid-Cap ETF worth $1.48M as of Q2 2026.
Moss Adams Wealth Advisors left its Vanguard Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Mid-Cap ETF made up 0.09% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #74 holding.
Moss Adams Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 9 quarters since.
1,102 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.