Mystic Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Mystic Asset Management’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	$6.77M	Buy	83,999 +679	+0.8%	+$52.6K	1.45%	15
2026 Q1	$5.98M	Sell	83,320 -1,664	-2%	-$124K	1.39%	16
2025 Q4	$6.17M	Sell	84,984 -900	-1%	-$65.5K	1.4%	12
2025 Q3	$6.31M	Sell	85,884 -424	-0.5%	-$30.4K	1.42%	14
2025 Q2	$6.04M	Buy	86,308 +608	+0.7%	+$39.9K	1.46%	13
2025 Q1	$5.54M	Sell	85,700 -1,616	-2%	-$108K	1.46%	13
2024 Q4	$5.77M	Sell	87,316 -60	-0.1%	-$4.07K	1.55%	11
2024 Q3	$5.76M	Sell	87,376 -4,580	-5%	-$288K	2.18%	8
2024 Q2	$5.57M	Buy	91,956 +1,008	+1%	+$61.3K	2.25%	8
2024 Q1	$5.68M	Sell	90,948 -260	-0.3%	-$15.4K	2.35%	7
2023 Q4	$5.3M	Buy	91,208 +3,760	+4%	+$201K	2.54%	5
2023 Q3	$4.55M	Sell	87,448 -2,112	-2%	-$116K	2.56%	5
2023 Q2	$4.93M	Sell	89,560 -1,008	-1%	-$52.8K	2.64%	5
2023 Q1	$4.78M	Buy	90,568 +124	+0.1%	+$6.6K	2.64%	4
2022 Q4	$4.61M	Buy	90,444 +1,136	+1%	+$57.9K	2.62%	3
2022 Q3	$4.2M	Buy	89,308 +6,360	+8%	+$332K	2.69%	3
2022 Q2	$4.08M	Buy	82,948 +1,180	+1%	+$63.8K	2.49%	4
2022 Q1	$4.86M	Buy	81,768 +1,060	+1%	+$62.2K	2.61%	4
2021 Q4	$5.14M	Buy	+80,708	New	+$5.06M	2.43%	4

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

Mystic Asset Management's VO Position: Q2 2026 in Review

Mystic Asset Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.81% in Q2 2026, buying an estimated $52.6K and bringing the position to 83,999 shares worth $6.77M. The position accounts for 1.45% of the portfolio, ranked #15.

Mystic Asset Management first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Mystic Asset Management held 83,999 shares of Vanguard Morningstar Mid-Cap ETF worth $6.77M as of Q2 2026.
Mystic Asset Management bought 679 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $52.6K.
Vanguard Morningstar Mid-Cap ETF made up 1.45% of Mystic Asset Management's portfolio in Q2 2026, its #15 holding.
Mystic Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Mystic Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.