Powers Advisory Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Powers Advisory Group’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	$1.81M	Buy	22,455 +2,959	+15%	+$229K	0.57%	31
2026 Q1	$1.4M	Buy	19,496 +3,636	+23%	+$270K	0.49%	37
2025 Q4	$1.15M	Buy	15,860 +1,428	+10%	+$104K	0.43%	41
2025 Q3	$1.06M	Buy	14,432 +3,568	+33%	+$256K	0.42%	39
2025 Q2	$760K	Buy	10,864 +2,112	+24%	+$139K	0.33%	51
2025 Q1	$566K	Buy	8,752 +3,132	+56%	+$210K	0.27%	61
2024 Q4	$371K	Buy	5,620 +928	+20%	+$63K	0.19%	75
2024 Q3	$310K	Buy	4,692 +880	+23%	+$55.3K	0.15%	83
2024 Q2	$231K	Buy	+3,812	New	+$232K	0.13%	90

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

Powers Advisory Group's VO Position: Q2 2026 in Review

Powers Advisory Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 15% in Q2 2026, buying an estimated $229K and bringing the position to 22,455 shares worth $1.81M. The position accounts for 0.57% of the portfolio, ranked #31.

Powers Advisory Group first reported a position in VO in Q2 2024 and has held it in 9 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Powers Advisory Group held 22,455 shares of Vanguard Morningstar Mid-Cap ETF worth $1.81M as of Q2 2026.
Powers Advisory Group bought 2,959 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $229K.
Vanguard Morningstar Mid-Cap ETF made up 0.57% of Powers Advisory Group's portfolio in Q2 2026, its #31 holding.
Powers Advisory Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.