Reyes Financial Architecture’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Reyes Financial Architecture’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	$148K	Sell	1,832 -148	-7%	-$11.5K	0.08%	87
2026 Q1	$142K	Sell	1,980 -32	-2%	-$2.38K	0.12%	89
2025 Q4	$146K	Sell	2,012 -44	-2%	-$3.2K	0.09%	88
2025 Q3	$151K	Hold	2,056	–	–	0.1%	92
2025 Q2	$144K	Hold	2,056	–	–	0.12%	93
2025 Q1	$133K	Hold	2,056	–	–	0.1%	104
2024 Q4	$136K	Buy	+2,056	New	+$140K	0.11%	88

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

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 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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Reyes Financial Architecture's VO Position: Q2 2026 in Review

Reyes Financial Architecture reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.5% in Q2 2026, selling an estimated $11.5K and leaving 1,832 shares worth $148K. The position accounts for 0.08% of the portfolio, ranked #87.

Reyes Financial Architecture first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $151K in Q3 2025. 1,308 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Reyes Financial Architecture held 1,832 shares of Vanguard Morningstar Mid-Cap ETF worth $148K as of Q2 2026.
Reyes Financial Architecture sold 148 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $11.5K.
Vanguard Morningstar Mid-Cap ETF made up 0.08% of Reyes Financial Architecture's portfolio in Q2 2026, its #87 holding.
Reyes Financial Architecture first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Reyes Financial Architecture's Vanguard Morningstar Mid-Cap ETF position peaked at $151K in Q3 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Reyes Financial Architecture's 13F filing for Q2 2026, filed 17 Jul 2026.