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

Perryman Financial Advisory’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	$584K	Sell	7,246 -3,706	-34%	-$287K	0.08%	128
2026 Q1	$786K	Buy	10,952 +168	+2%	+$12.5K	0.12%	101
2025 Q4	$782K	Buy	+10,784	New	+$784K	0.11%	106

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

Perryman Financial Advisory's VO Position: Q2 2026 in Review

Perryman Financial Advisory reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 34% in Q2 2026, selling an estimated $287K and leaving 7,246 shares worth $584K. The position accounts for 0.08% of the portfolio, ranked #128.

Perryman Financial Advisory first reported a position in VO in Q4 2025 and has held it in 3 quarters since. The position peaked at $786K in Q1 2026. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Perryman Financial Advisory held 7,246 shares of Vanguard Morningstar Mid-Cap ETF worth $584K as of Q2 2026.
Perryman Financial Advisory sold 3,706 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $287K.
Vanguard Morningstar Mid-Cap ETF made up 0.08% of Perryman Financial Advisory's portfolio in Q2 2026, its #128 holding.
Perryman Financial Advisory first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
Perryman Financial Advisory's Vanguard Morningstar Mid-Cap ETF position peaked at $786K in Q1 2026.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.