NWF Advisory Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

NWF 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	$3.14M	Sell	39,004 -4,856	-11%	-$376K	0.3%	64
2026 Q1	$3.15M	Buy	43,860 +780	+2%	+$58K	0.36%	62
2025 Q4	$3.13M	Sell	43,080 -532	-1%	-$38.7K	0.35%	62
2025 Q3	$3.2M	Sell	43,612 -2,128	-5%	-$153K	0.35%	64
2025 Q2	$3.2M	Buy	45,740 +1,292	+3%	+$84.8K	0.38%	59
2025 Q1	$2.87M	Sell	44,448 -388	-0.9%	-$26K	0.4%	54
2024 Q4	$2.96M	Buy	44,836 +212	+0.5%	+$14.4K	0.43%	48
2024 Q3	$2.94M	Sell	44,624 -2,332	-5%	-$146K	0.43%	50
2024 Q2	$2.84M	Sell	46,956 -300	-0.6%	-$18.2K	0.45%	49
2024 Q1	$2.95M	Buy	47,256 +1,720	+4%	+$102K	0.49%	44
2023 Q4	$2.65M	Buy	45,536 +1,644	+4%	+$87.8K	0.53%	41
2023 Q3	$2.29M	Sell	43,892 -312	-0.7%	-$17.1K	0.54%	38
2023 Q2	$2.43M	Hold	44,204	–	–	0.56%	39
2023 Q1	$2.43M	Buy	+44,204	New	+$2.35M	0.56%	39

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

NWF Advisory Services's VO Position: Q2 2026 in Review

NWF Advisory Services reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 11% in Q2 2026, selling an estimated $376K and leaving 39,004 shares worth $3.14M. The position accounts for 0.3% of the portfolio, ranked #64.

NWF Advisory Services first reported a position in VO in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.2M in Q3 2025. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

NWF Advisory Services held 39,004 shares of Vanguard Morningstar Mid-Cap ETF worth $3.14M as of Q2 2026.
NWF Advisory Services sold 4,856 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $376K.
Vanguard Morningstar Mid-Cap ETF made up 0.3% of NWF Advisory Services's portfolio in Q2 2026, its #64 holding.
NWF Advisory Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
NWF Advisory Services's Vanguard Morningstar Mid-Cap ETF position peaked at $3.2M in Q3 2025.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.