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

Robinson Smith 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	$478K	Buy	+5,936	New	+$460K	0.29%	56
2024 Q3	–	Sell	-5,644	Closed	-$342K	–	91
2024 Q2	$342K	Buy	+5,644	New	+$343K	0.3%	61
2024 Q1	–	Sell	-5,556	Closed	-$323K	–	85
2023 Q4	$323K	Buy	+5,556	New	+$297K	0.32%	62

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

Robinson Smith Wealth Advisors's VO Position: Q2 2026 in Review

Robinson Smith Wealth Advisors opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 5,936 shares worth $478K. The stake represents 0.29% of the portfolio and ranks #56 among its holdings. This is a return to the name: Robinson Smith Wealth Advisors previously reported a position in VO as recently as Q2 2024.

Robinson Smith Wealth Advisors first reported a position in VO in Q4 2023 and has held it in 3 quarters since. 1,254 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Robinson Smith Wealth Advisors held 5,936 shares of Vanguard Morningstar Mid-Cap ETF worth $478K as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new Robinson Smith Wealth Advisors position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.29% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #56 holding.
Robinson Smith Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 3 quarters since.
1,254 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.