RDA Financial Network’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

RDA Financial Network’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	$228K	Sell	2,834 -26	-0.9%	-$2.02K	0.05%	266
2026 Q1	$205K	Buy	+2,860	New	+$212K	0.05%	265
2025 Q3	–	Sell	-3,140	Closed	-$220K	–	277
2025 Q2	$220K	Sell	3,140 -1,292	-29%	-$84.8K	0.06%	240
2025 Q1	$287K	Sell	4,432 -3,488	-44%	-$234K	0.09%	191
2024 Q4	$523K	Sell	7,920 -116	-1%	-$7.88K	0.15%	133
2024 Q3	$530K	Sell	8,036 -988	-11%	-$62K	0.16%	134
2024 Q2	$546K	Sell	9,024 -560	-6%	-$34K	0.18%	128
2024 Q1	$599K	Buy	9,584 +28	+0.3%	+$1.66K	0.21%	117
2023 Q4	$556K	Buy	9,556 +32	+0.3%	+$1.71K	0.21%	115
2023 Q3	$496K	Buy	9,524 +68	+0.7%	+$3.73K	0.21%	111
2023 Q2	$520K	Sell	9,456 -204	-2%	-$10.7K	0.22%	107
2023 Q1	$509K	Buy	9,660 +100	+1%	+$5.32K	0.23%	104
2022 Q4	$487K	Buy	9,560 +504	+6%	+$25.7K	0.25%	99
2022 Q3	$426K	Buy	9,056 +196	+2%	+$10.2K	0.23%	109
2022 Q2	$436K	Buy	8,860 +36	+0.4%	+$1.95K	0.22%	114
2022 Q1	$525K	Buy	8,824 +148	+2%	+$8.68K	0.22%	108
2021 Q4	$553K	Buy	8,676 +64	+0.7%	+$4.01K	0.23%	108
2021 Q3	$510K	Buy	8,612 +68	+0.8%	+$4.11K	0.22%	107
2021 Q2	$507K	Sell	8,544 -5,452	-39%	-$316K	0.22%	105
2021 Q1	$774K	Buy	13,996 +3,004	+27%	+$163K	0.33%	80
2020 Q4	$568K	Sell	10,992 -696	-6%	-$33.7K	0.26%	96
2020 Q3	$515K	Sell	11,688 -64	-0.5%	-$2.79K	0.23%	102
2020 Q2	$482K	Sell	11,752 -172	-1%	-$6.59K	0.24%	102
2020 Q1	$392K	Sell	11,924 -1,872	-14%	-$77.5K	0.24%	101
2019 Q4	$622K	Sell	13,796 -1,148	-8%	-$49.3K	0.25%	100
2019 Q3	$649K	Buy	14,944 +1,792	+14%	+$74.9K	0.28%	94
2019 Q2	$555K	Sell	13,152 -104	-0.8%	-$4.26K	0.25%	99
2019 Q1	$550K	Buy	+13,256	New	+$510K	0.26%	96

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

RDA Financial Network's VO Position: Q2 2026 in Review

RDA Financial Network reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.91% in Q2 2026, selling an estimated $2.02K and leaving 2,834 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #266.

RDA Financial Network first reported a position in VO in Q1 2019 and has held it in 28 quarters since. The position peaked at $774K in Q1 2021. 2,482 funds tracked by Wall St. Rank hold VO as of Q2 2026.

RDA Financial Network held 2,834 shares of Vanguard Morningstar Mid-Cap ETF worth $228K as of Q2 2026.
RDA Financial Network sold 26 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.02K.
Vanguard Morningstar Mid-Cap ETF made up 0.05% of RDA Financial Network's portfolio in Q2 2026, its #266 holding.
RDA Financial Network first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2019 and has held it in 28 quarters since.
RDA Financial Network's Vanguard Morningstar Mid-Cap ETF position peaked at $774K in Q1 2021.
2,482 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.