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

River Wealth 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 		$512K Sell
6,349
-3
-0% -$233 0.05% 158
2026
Q1 		$456K Sell
6,352
-32
-0.5% -$2.38K 0.05% 157
2025
Q4 		$463K Sell
6,384
-124
-2% -$9.02K 0.05% 156
2025
Q3 		$478K Sell
6,508
-24
-0.4% -$1.72K 0.06% 157
2025
Q2 		$457K Sell
6,532
-212
-3% -$13.9K 0.06% 156
2025
Q1 		$436K Buy
6,744
+168
+3% +$11.3K 0.06% 156
2024
Q4 		$434K Sell
6,576
-168
-2% -$11.4K 0.06% 160
2024
Q3 		$445K Buy
6,744
+304
+5% +$19.1K 0.06% 153
2024
Q2 		$390K Sell
6,440
-28
-0.4% -$1.7K 0.06% 153
2024
Q1 		$404K Buy
6,468
+44
+0.7% +$2.6K 0.06% 152
2023
Q4 		$374K Buy
6,424
+92
+1% +$4.92K 0.06% 158
2023
Q3 		$330K Buy
6,332
+44
+0.7% +$2.41K 0.06% 169
2023
Q2 		$346K Buy
6,288
+80
+1% +$4.19K 0.06% 171
2023
Q1 		$327K Buy
6,208
+244
+4% +$13K 0.06% 172
2022
Q4 		$304K Buy
5,964
+56
+0.9% +$2.85K 0.06% 179
2022
Q3 		$278K Buy
5,908
+108
+2% +$5.64K 0.06% 177
2022
Q2 		$286K Buy
5,800
+44
+0.8% +$2.38K 0.05% 185
2022
Q1 		$342K Buy
5,756
+168
+3% +$9.86K 0.05% 179
2021
Q4 		$356K Buy
5,588
+324
+6% +$20.3K 0.06% 182
2021
Q3 		$312K Buy
5,264
+12
+0.2% +$725 0.05% 183
2021
Q2 		$312K Sell
5,252
-8
-0.2% -$464 0.05% 181
2021
Q1 		$291K Hold
5,260
– – 0.05% 185
2020
Q4 		$272K Buy
5,260
+200
+4% +$9.68K 0.06% 181
2020
Q3 		$223K Buy
+5,060
New +$221K 0.06% 186
2019
Q1 		– Sell
-2,760
Closed -$95K – 488
2018
Q4 		$95K Sell
2,760
-560
-17% -$21K 0.04% 194
2018
Q3 		$136K Hold
3,320
– – 0.05% 186
2018
Q2 		$131K Buy
+3,320
New +$130K 0.05% 186

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

River Wealth Advisors's VO Position: Q2 2026 in Review

River Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.05% in Q2 2026, selling an estimated $233 and leaving 6,349 shares worth $512K. The position accounts for 0.05% of the portfolio, ranked #158.

River Wealth Advisors first reported a position in VO in Q2 2018 and has held it in 27 quarters since. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • River Wealth Advisors held 6,349 shares of Vanguard Morningstar Mid-Cap ETF worth $512K as of Q2 2026.
  • River Wealth Advisors sold 3 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $233.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of River Wealth Advisors's portfolio in Q2 2026, its #158 holding.
  • River Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2018 and has held it in 27 quarters since.
  • 2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.