Nvest Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Nvest Financial’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	$2.05M	Buy	25,388 +4,632	+22%	+$359K	0.65%	45
2026 Q1	$1.49M	Buy	20,756 +6,392	+45%	+$475K	0.56%	49
2025 Q4	$1.04M	Buy	14,364 +8,220	+134%	+$598K	0.43%	53
2025 Q3	$451K	Sell	6,144 -2,868	-32%	-$206K	0.26%	80
2025 Q2	$630K	Sell	9,012 -10,860	-55%	-$713K	0.33%	62
2025 Q1	$1.28M	Buy	19,872 +196	+1%	+$13.2K	0.69%	38
2024 Q4	$1.3M	Buy	19,676 +212	+1%	+$14.4K	0.66%	43
2024 Q3	$1.28M	Sell	19,464 -352	-2%	-$22.1K	0.73%	43
2024 Q2	$1.2M	Buy	19,816 +924	+5%	+$56.2K	0.74%	40
2024 Q1	$1.18M	Buy	18,892 +240	+1%	+$14.2K	0.79%	36
2023 Q4	$1.08M	Buy	18,652 +2,716	+17%	+$145K	0.85%	33
2023 Q3	$830K	Buy	15,936 +764	+5%	+$41.9K	0.77%	32
2023 Q2	$835K	Sell	15,172 -164	-1%	-$8.6K	0.73%	34
2023 Q1	$809K	Sell	15,336 -1,840	-11%	-$97.9K	0.84%	31
2022 Q4	$875K	Sell	17,176 -552	-3%	-$28.1K	1.1%	30
2022 Q3	$833K	Sell	17,728 -9,240	-34%	-$483K	1.18%	31
2022 Q2	$1.33M	Sell	26,968 -1,152	-4%	-$62.2K	1.39%	24
2022 Q1	$1.67M	Buy	+28,120	New	+$1.65M	1.37%	21

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

Nvest Financial's VO Position: Q2 2026 in Review

Nvest Financial increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 22% in Q2 2026, buying an estimated $359K and bringing the position to 25,388 shares worth $2.05M. The position accounts for 0.65% of the portfolio, ranked #45.

Nvest Financial first reported a position in VO in Q1 2022 and has held it in 18 quarters since. 2,483 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Nvest Financial held 25,388 shares of Vanguard Morningstar Mid-Cap ETF worth $2.05M as of Q2 2026.
Nvest Financial bought 4,632 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $359K.
Vanguard Morningstar Mid-Cap ETF made up 0.65% of Nvest Financial's portfolio in Q2 2026, its #45 holding.
Nvest Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
2,483 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.