N.E.W. Advisory Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

N.E.W. Advisory Services’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	$2.62M	Buy	32,488 +404	+1%	+$31.3K	0.18%	66
2026 Q1	$2.3M	Buy	32,084 +668	+2%	+$49.6K	0.17%	69
2025 Q4	$2.28M	Sell	31,416 -760	-2%	-$55.3K	0.17%	67
2025 Q3	$2.36M	Buy	32,176 +460	+1%	+$33K	0.21%	50
2025 Q2	$2.22M	Sell	31,716 -2,960	-9%	-$194K	0.22%	50
2025 Q1	$2.24M	Buy	34,676 +3,280	+10%	+$220K	0.17%	63
2024 Q4	$2.07M	Buy	31,396 +1,216	+4%	+$82.6K	0.2%	61
2024 Q3	$1.99M	Buy	30,180 +988	+3%	+$62K	0.2%	57
2024 Q2	$1.77M	Sell	29,192 -3,756	-11%	-$228K	0.19%	56
2024 Q1	$2.06M	Sell	32,948 -640	-2%	-$37.8K	0.23%	55
2023 Q4	$1.95M	Sell	33,588 -1,896	-5%	-$101K	0.24%	52
2023 Q3	$1.85M	Buy	35,484 +360	+1%	+$19.7K	0.26%	53
2023 Q2	$1.93M	Sell	35,124 -3,432	-9%	-$180K	0.27%	41
2023 Q1	$2.03M	Sell	38,556 -812	-2%	-$43.2K	0.3%	39
2022 Q4	$2.01M	Buy	39,368 +2,232	+6%	+$114K	0.31%	40
2022 Q3	$1.75M	Sell	37,136 -3,968	-10%	-$207K	0.32%	38
2022 Q2	$2.02M	Sell	41,104 -26,060	-39%	-$1.41M	0.35%	35
2022 Q1	$3.73M	Buy	67,164 +22,660	+51%	+$1.33M	0.71%	24
2021 Q4	$2.83M	Sell	44,504 -1,840	-4%	-$115K	0.43%	31
2021 Q3	$2.74M	Sell	46,344 -5,016	-10%	-$303K	0.45%	31
2021 Q2	$3.04M	Sell	51,360 -15,188	-23%	-$880K	0.51%	27
2021 Q1	$3.73M	Sell	66,548 -10,100	-13%	-$548K	0.7%	25
2020 Q4	$3.97M	Sell	76,648 -23,676	-24%	-$1.15M	0.83%	22
2020 Q3	$4.42M	Sell	100,324 -6,300	-6%	-$275K	1.25%	19
2020 Q2	$4.37M	Buy	+106,624	New	+$4.08M	1.36%	18
2019 Q4	$5.72M	Buy	+128,516	New	+$5.52M	1.85%	16

Other funds holding VO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BTCPP

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

N.E.W. Advisory Services's VO Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.3% in Q2 2026, buying an estimated $31.3K and bringing the position to 32,488 shares worth $2.62M. The position accounts for 0.18% of the portfolio, ranked #66.

N.E.W. Advisory Services first reported a position in VO in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.72M in Q4 2019. 1,951 funds tracked by Wall St. Rank hold VO as of Q2 2026.

N.E.W. Advisory Services held 32,488 shares of Vanguard Morningstar Mid-Cap ETF worth $2.62M as of Q2 2026.
N.E.W. Advisory Services bought 404 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $31.3K.
Vanguard Morningstar Mid-Cap ETF made up 0.18% of N.E.W. Advisory Services's portfolio in Q2 2026, its #66 holding.
N.E.W. Advisory Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
N.E.W. Advisory Services's Vanguard Morningstar Mid-Cap ETF position peaked at $5.72M in Q4 2019.
1,951 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.