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

Portland Financial 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	$2.68M	Buy	33,253 +1,301	+4%	+$101K	4.89%	1
2026 Q1	$2.29M	Sell	31,952 -200	-0.6%	-$14.9K	4.77%	3
2025 Q4	$2.33M	Buy	32,152 +320	+1%	+$23.3K	4.96%	1
2025 Q3	$2.34M	Buy	31,832 +824	+3%	+$59.2K	4.98%	1
2025 Q2	$2.17M	Buy	31,008 +464	+2%	+$30.5K	5.21%	2
2025 Q1	$1.97M	Sell	30,544 -356	-1%	-$23.9K	5.05%	3
2024 Q4	$2.04M	Buy	+30,900	New	+$2.1M	5.49%	4

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

Portland Financial Advisors's VO Position: Q2 2026 in Review

Portland Financial Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.1% in Q2 2026, buying an estimated $101K and bringing the position to 33,253 shares worth $2.68M. The position accounts for 4.89% of the portfolio, ranked #1.

Portland Financial Advisors first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Portland Financial Advisors held 33,253 shares of Vanguard Morningstar Mid-Cap ETF worth $2.68M as of Q2 2026.
Portland Financial Advisors bought 1,301 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $101K.
Vanguard Morningstar Mid-Cap ETF made up 4.89% of Portland Financial Advisors's portfolio in Q2 2026, its #1 holding.
Portland Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Portland Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.