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

Register 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 		$345K Sell
4,281
-1,715
-29% -$133K 0.11% 185
2026
Q1 		$431K Buy
5,996
+2,088
+53% +$155K 0.16% 132
2025
Q4 		$284K Sell
3,908
-96
-2% -$6.98K 0.11% 166
2025
Q3 		$294K Buy
4,004
+300
+8% +$21.5K 0.12% 158
2025
Q2 		$259K Buy
3,704
+264
+8% +$17.3K 0.11% 168
2025
Q1 		$223K Buy
3,440
+728
+27% +$48.9K 0.12% 165
2024
Q4 		$179K Buy
2,712
+16
+0.6% +$1.09K 0.09% 178
2024
Q3 		$178K Buy
2,696
+300
+13% +$18.8K 0.09% 176
2024
Q2 		$145K Sell
2,396
-140
-6% -$8.51K 0.07% 203
2024
Q1 		$158K Buy
2,536
+224
+10% +$13.2K 0.08% 196
2023
Q4 		$134K Buy
2,312
+1,744
+307% +$93.2K 0.09% 174
2023
Q3 		$29.6K Buy
568
+44
+8% +$2.41K 0.02% 301
2023
Q2 		$28.8K Hold
524
– – 0.02% 306
2023
Q1 		$27.6K Buy
+524
New +$27.9K 0.02% 301

Other funds holding VO

JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

Register Financial Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 29% in Q2 2026, selling an estimated $133K and leaving 4,281 shares worth $345K. The position accounts for 0.11% of the portfolio, ranked #185.

Register Financial Advisors first reported a position in VO in Q1 2023 and has held it in 14 quarters since. The position peaked at $431K in Q1 2026. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Register Financial Advisors held 4,281 shares of Vanguard Morningstar Mid-Cap ETF worth $345K as of Q2 2026.
  • Register Financial Advisors sold 1,715 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $133K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.11% of Register Financial Advisors's portfolio in Q2 2026, its #185 holding.
  • Register Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • Register Financial Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $431K in Q1 2026.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.