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

Savvy Advisors Inc’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 		$6.58M Buy
81,640
+30,736
+60% +$2.38M 0.14% 123
2026
Q1 		$3.65M Buy
50,904
+9,676
+23% +$719K 0.1% 161
2025
Q4 		$2.99M Buy
41,228
+16,152
+64% +$1.17M 0.1% 154
2025
Q3 		$1.84M Buy
25,076
+4,128
+20% +$296K 0.08% 168
2025
Q2 		$1.47M Buy
20,948
+1,964
+10% +$129K 0.1% 153
2025
Q1 		$1.23M Buy
18,984
+3,276
+21% +$220K 0.12% 139
2024
Q4 		$1.04M Buy
15,708
+784
+5% +$53.2K 0.12% 136
2024
Q3 		$984K Sell
14,924
-7,452
-33% -$468K 0.2% 103
2024
Q2 		$1.35M Buy
22,376
+10,504
+88% +$638K 0.44% 51
2024
Q1 		$742K Buy
11,872
+6,600
+125% +$390K 0.43% 57
2023
Q4 		$307K Buy
+5,272
New +$282K 0.3% 107

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

Savvy Advisors Inc's VO Position: Q2 2026 in Review

Savvy Advisors Inc increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 60% in Q2 2026, buying an estimated $2.38M and bringing the position to 81,640 shares worth $6.58M. The position accounts for 0.14% of the portfolio, ranked #123.

Savvy Advisors Inc first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Savvy Advisors Inc held 81,640 shares of Vanguard Morningstar Mid-Cap ETF worth $6.58M as of Q2 2026.
  • Savvy Advisors Inc bought 30,736 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.38M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.14% of Savvy Advisors Inc's portfolio in Q2 2026, its #123 holding.
  • Savvy Advisors Inc first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.