Novus Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Novus 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	$312K	Sell	3,876 -4	-0.1%	-$310	0.65%	38
2026 Q1	$279K	Buy	3,880 +340	+10%	+$25.3K	0.62%	40
2025 Q4	$257K	Sell	3,540 -8	-0.2%	-$582	0.57%	38
2025 Q3	$261K	Sell	3,548 -2,584	-42%	-$186K	0.6%	39
2025 Q2	$429K	Sell	6,132 -1,772	-22%	-$116K	0.65%	44
2025 Q1	$511K	Buy	7,904 +636	+9%	+$42.7K	0.52%	55
2024 Q4	$480K	Buy	+7,268	New	+$493K	0.48%	54

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Novus Advisors's VO Position: Q2 2026 in Review

Novus Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.1% in Q2 2026, selling an estimated $310 and leaving 3,876 shares worth $312K. The position accounts for 0.65% of the portfolio, ranked #38.

Novus Advisors first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $511K in Q1 2025. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Novus Advisors held 3,876 shares of Vanguard Morningstar Mid-Cap ETF worth $312K as of Q2 2026.
Novus Advisors sold 4 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $310.
Vanguard Morningstar Mid-Cap ETF made up 0.65% of Novus Advisors's portfolio in Q2 2026, its #38 holding.
Novus Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Novus Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $511K in Q1 2025.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Novus Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.