RPS Advisory Solutions’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

RPS Advisory Solutions’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	$974K	Sell	12,085 -135	-1%	-$10.5K	0.64%	28
2026 Q1	$877K	Sell	12,220 -184	-1%	-$13.7K	0.5%	30
2025 Q4	$900K	Sell	12,404 -196	-2%	-$14.3K	0.42%	45
2025 Q3	$925K	Buy	12,600 +76	+0.6%	+$5.46K	0.45%	38
2025 Q2	$876K	Sell	12,524 -944	-7%	-$62K	0.48%	34
2025 Q1	$871K	Sell	13,468 -3,440	-20%	-$231K	0.62%	17
2024 Q4	$1.12M	Sell	16,908 -128	-0.8%	-$8.69K	0.69%	35
2024 Q3	$1.12M	Sell	17,036 -2,324	-12%	-$146K	0.8%	27
2024 Q2	$1.17M	Buy	+19,360	New	+$1.18M	1.08%	24

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

RPS Advisory Solutions's VO Position: Q2 2026 in Review

RPS Advisory Solutions reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.1% in Q2 2026, selling an estimated $10.5K and leaving 12,085 shares worth $974K. The position accounts for 0.64% of the portfolio, ranked #28.

RPS Advisory Solutions first reported a position in VO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.17M in Q2 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

RPS Advisory Solutions held 12,085 shares of Vanguard Morningstar Mid-Cap ETF worth $974K as of Q2 2026.
RPS Advisory Solutions sold 135 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $10.5K.
Vanguard Morningstar Mid-Cap ETF made up 0.64% of RPS Advisory Solutions's portfolio in Q2 2026, its #28 holding.
RPS Advisory Solutions first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
RPS Advisory Solutions's Vanguard Morningstar Mid-Cap ETF position peaked at $1.17M in Q2 2024.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on RPS Advisory Solutions's 13F filing for Q2 2026, filed 11 Aug 2026.