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Roehl & Yi Investment Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Roehl & Yi Investment 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 		$1.02M Buy
606,696
+601,732
+12,122% +$46.6M 0.34% 62
2026
Q1 		$356K Buy
4,964
+1,064
+27% +$79.1K 0.13% 119
2025
Q4 		$283K Buy
+3,900
New +$284K 0.11% 135

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

Roehl & Yi Investment Advisors's VO Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 12,122% in Q2 2026, buying an estimated $46.6M and bringing the position to 606,696 shares worth $1.02M. The position accounts for 0.34% of the portfolio, ranked #62.

Roehl & Yi Investment Advisors first reported a position in VO in Q4 2025 and has held it in 3 quarters since. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Roehl & Yi Investment Advisors held 606,696 shares of Vanguard Morningstar Mid-Cap ETF worth $1.02M as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 601,732 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $46.6M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.34% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #62 holding.
  • Roehl & Yi Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.