RA
VO icon

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

Rise 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 		$217K Buy
+2,693
New +$209K 0.06% 98
2025
Q4 		– Sell
-2,656
Closed -$195K – 1389
2025
Q3 		$195K Buy
2,656
+12
+0.5% +$862 0.07% 98
2025
Q2 		$185K Hold
2,644
– – 0.07% 102
2025
Q1 		$171K Buy
2,644
+12
+0.5% +$805 0.08% 98
2024
Q4 		$174K Sell
2,632
-12
-0.5% -$815 0.08% 95
2024
Q3 		$174K Buy
2,644
+20
+0.8% +$1.26K 0.08% 107
2024
Q2 		$159K Hold
2,624
– – 0.08% 109
2024
Q1 		$164K Buy
2,624
+12
+0.5% +$709 0.09% 105
2023
Q4 		$152K Buy
2,612
+12
+0.5% +$641 0.11% 80
2023
Q3 		$135K Buy
2,600
+12
+0.5% +$658 0.11% 78
2023
Q2 		$143K Buy
2,588
+8
+0.3% +$419 0.11% 82
2023
Q1 		$136K Buy
2,580
+8
+0.3% +$426 0.1% 85
2022
Q4 		$131K Buy
2,572
+16
+0.6% +$815 0.11% 82
2022
Q3 		$120K Buy
2,556
+12
+0.5% +$627 0.1% 84
2022
Q2 		$125K Buy
2,544
+4
+0.2% +$216 0.13% 81
2022
Q1 		$151K Buy
2,540
+28
+1% +$1.64K 0.14% 77
2021
Q4 		$160K Buy
+2,512
New +$157K 0.15% 76

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Rise Advisors's VO Position: Q2 2026 in Review

Rise Advisors opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 2,693 shares worth $217K. The stake represents 0.06% of the portfolio and ranks #98 among its holdings. This is a return to the name: Rise Advisors previously reported a position in VO as recently as Q3 2025.

Rise Advisors first reported a position in VO in Q4 2021 and has held it in 17 quarters since. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Rise Advisors held 2,693 shares of Vanguard Morningstar Mid-Cap ETF worth $217K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new Rise Advisors position in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.06% of Rise Advisors's portfolio in Q2 2026, its #98 holding.
  • Rise Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.