Mount Yale Investment Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Mount Yale Investment 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	$35.7M	Buy	443,568 +83,928	+23%	+$6.51M	0.66%	31
2026 Q1	$25.8M	Buy	359,640 +22,444	+7%	+$1.67M	0.6%	33
2025 Q4	$24.5M	Buy	337,196 +196,972	+140%	+$14.3M	1.18%	14
2025 Q3	$10.3M	Buy	140,224 +138,928	+10,720%	+$9.98M	0.72%	29
2025 Q2	$90.8K	Buy	+1,296	New	+$85.1K	0.01%	680
2022 Q1	–	Sell	-3,592	Closed	-$229K	–	501
2021 Q4	$229K	Buy	+3,592	New	+$225K	0.02%	428

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

Mount Yale Investment Advisors's VO Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 23% in Q2 2026, buying an estimated $6.51M and bringing the position to 443,568 shares worth $35.7M. The position accounts for 0.66% of the portfolio, ranked #31.

Mount Yale Investment Advisors first reported a position in VO in Q4 2021 and has held it in 6 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Mount Yale Investment Advisors held 443,568 shares of Vanguard Morningstar Mid-Cap ETF worth $35.7M as of Q2 2026.
Mount Yale Investment Advisors bought 83,928 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $6.51M.
Vanguard Morningstar Mid-Cap ETF made up 0.66% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #31 holding.
Mount Yale Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 6 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.