Novak & Powell Financial Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Novak & Powell Financial 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	$267K	Buy	3,313 +1	+0%	+$78	0.13%	141
2026 Q1	$238K	Sell	3,312 -5,000	-60%	-$371K	0.13%	145
2025 Q4	$603K	Sell	8,312 -36	-0.4%	-$2.62K	0.31%	69
2025 Q3	$613K	Buy	8,348 +5,048	+153%	+$363K	0.32%	67
2025 Q2	$231K	Sell	3,300 -5,872	-64%	-$385K	0.16%	130
2025 Q1	$593K	Sell	9,172 -36	-0.4%	-$2.42K	0.37%	61
2024 Q4	$608K	Buy	9,208 +4	+0%	+$272	0.36%	64
2024 Q3	$607K	Sell	9,204 -368	-4%	-$23.1K	0.35%	64
2024 Q2	$579K	Sell	9,572 -44	-0.5%	-$2.67K	0.36%	63
2024 Q1	$250K	Buy	9,616 +156	+2%	+$9.22K	0.19%	113
2023 Q4	$548K	Buy	+9,460	New	+$505K	0.37%	66

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

Novak & Powell Financial Services's VO Position: Q2 2026 in Review

Novak & Powell Financial Services increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.03% in Q2 2026, buying an estimated $78 and bringing the position to 3,313 shares worth $267K. The position accounts for 0.13% of the portfolio, ranked #141.

Novak & Powell Financial Services first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $613K in Q3 2025. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Novak & Powell Financial Services held 3,313 shares of Vanguard Morningstar Mid-Cap ETF worth $267K as of Q2 2026.
Novak & Powell Financial Services bought 1 Vanguard Morningstar Mid-Cap ETF share in Q2 2026, an estimated $78.
Vanguard Morningstar Mid-Cap ETF made up 0.13% of Novak & Powell Financial Services's portfolio in Q2 2026, its #141 holding.
Novak & Powell Financial Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Novak & Powell Financial Services's Vanguard Morningstar Mid-Cap ETF position peaked at $613K in Q3 2025.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.