New England Private Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

New England Private 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	$1.38M	Sell	17,185 -255	-1%	-$19.8K	0.13%	100
2026 Q1	$1.25M	Sell	17,440 -568	-3%	-$42.2K	0.14%	94
2025 Q4	$1.31M	Buy	18,008 +472	+3%	+$34.3K	0.16%	88
2025 Q3	$1.29M	Buy	17,536 +796	+5%	+$57.2K	0.17%	89
2025 Q2	$1.2M	Sell	16,740 -1,068	-6%	-$70.1K	0.18%	81
2025 Q1	$1.15M	Buy	17,808 +356	+2%	+$23.9K	0.18%	78
2024 Q4	$1.15M	Buy	17,452 +11,092	+174%	+$753K	0.18%	79
2024 Q3	$420K	Buy	6,360 +92	+1%	+$5.78K	0.07%	103
2024 Q2	$379K	Buy	6,268 +612	+11%	+$37.2K	0.07%	105
2024 Q1	$351K	Buy	5,656 +16	+0.3%	+$946	0.06%	107
2023 Q4	$328K	Buy	5,640 +32	+0.6%	+$1.71K	0.06%	106
2023 Q3	$292K	Buy	5,608 +24	+0.4%	+$1.32K	0.06%	98
2023 Q2	$308K	Buy	5,584 +1,380	+33%	+$72.3K	0.06%	94
2023 Q1	$222K	Buy	4,204 +16	+0.4%	+$851	0.05%	101
2022 Q4	$214K	Buy	+4,188	New	+$213K	0.05%	98
2022 Q3	–	Sell	-3,992	Closed	-$237K	–	107
2022 Q2	$237K	Sell	3,992 -4	-0.1%	-$216	0.04%	94
2022 Q1	$237K	Buy	3,996 +12	+0.3%	+$704	0.04%	95
2021 Q4	$253K	Buy	3,984 +16	+0.4%	+$1K	0.04%	92
2021 Q3	$235K	Buy	3,968 +8	+0.2%	+$483	0.04%	96
2021 Q2	$235K	Buy	3,960 +12	+0.3%	+$695	0.04%	97
2021 Q1	$219K	Buy	+3,948	New	+$214K	0.04%	94

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

New England Private Wealth Advisors's VO Position: Q2 2026 in Review

New England Private Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.5% in Q2 2026, selling an estimated $19.8K and leaving 17,185 shares worth $1.38M. The position accounts for 0.13% of the portfolio, ranked #100.

New England Private Wealth Advisors first reported a position in VO in Q1 2021 and has held it in 21 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

New England Private Wealth Advisors held 17,185 shares of Vanguard Morningstar Mid-Cap ETF worth $1.38M as of Q2 2026.
New England Private Wealth Advisors sold 255 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $19.8K.
Vanguard Morningstar Mid-Cap ETF made up 0.13% of New England Private Wealth Advisors's portfolio in Q2 2026, its #100 holding.
New England Private Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2021 and has held it in 21 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.