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

Octavia 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 		$608K Sell
7,546
-534
-7% -$41.4K 0.05% 106
2026
Q1 		$580K Buy
8,080
+120
+2% +$8.92K 0.06% 120
2025
Q4 		$578K Sell
7,960
-800
-9% -$58.2K 0.06% 124
2025
Q3 		$645K Buy
8,760
+908
+12% +$65.2K 0.06% 113
2025
Q2 		$551K Buy
7,852
+36
+0.5% +$2.36K 0.06% 106
2025
Q1 		$505K Sell
7,816
-340
-4% -$22.8K 0.06% 117
2024
Q4 		$539K Buy
8,156
+320
+4% +$21.7K 0.07% 112
2024
Q3 		$517K Buy
7,836
+12
+0.2% +$753 0.06% 112
2024
Q2 		$475K Buy
7,824
+212
+3% +$12.9K 0.06% 119
2024
Q1 		$475K Sell
7,612
-76
-1% -$4.49K 0.07% 119
2023
Q4 		$447K Sell
7,688
-712
-8% -$38K 0.08% 127
2023
Q3 		$437K Buy
8,400
+712
+9% +$39K 0.09% 109
2023
Q2 		$423K Buy
7,688
+100
+1% +$5.24K 0.09% 111
2023
Q1 		$400K Sell
7,588
-792
-9% -$42.1K 0.09% 107
2022
Q4 		$427K Sell
8,380
-144
-2% -$7.33K 0.11% 98
2022
Q3 		$401K Buy
8,524
+784
+10% +$41K 0.11% 100
2022
Q2 		$382K Sell
7,740
-1,628
-17% -$88K 0.1% 108
2022
Q1 		$557K Buy
9,368
+180
+2% +$10.6K 0.12% 93
2021
Q4 		$585K Sell
9,188
-12
-0.1% -$752 0.13% 91
2021
Q3 		$545K Sell
9,200
-488
-5% -$29.5K 0.14% 92
2021
Q2 		$575K Sell
9,688
-344
-3% -$19.9K 0.15% 85
2021
Q1 		$555K Buy
10,032
+2,404
+32% +$130K 0.17% 84
2020
Q4 		$394K Buy
+7,628
New +$369K 0.13% 109

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Octavia Wealth Advisors's VO Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.6% in Q2 2026, selling an estimated $41.4K and leaving 7,546 shares worth $608K. The position accounts for 0.05% of the portfolio, ranked #106.

Octavia Wealth Advisors first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $645K in Q3 2025. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Octavia Wealth Advisors held 7,546 shares of Vanguard Morningstar Mid-Cap ETF worth $608K as of Q2 2026.
  • Octavia Wealth Advisors sold 534 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $41.4K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of Octavia Wealth Advisors's portfolio in Q2 2026, its #106 holding.
  • Octavia Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Octavia Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $645K in Q3 2025.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.