SC&H Financial Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

SC&H Financial 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	$1.07M	Sell	13,334 -218	-2%	-$16.9K	0.14%	67
2026 Q1	$973K	Hold	13,552	–	–	0.15%	66
2025 Q4	$983K	Buy	13,552 +560	+4%	+$40.7K	0.15%	66
2025 Q3	$954K	Sell	12,992 -28	-0.2%	-$2.01K	0.16%	68
2025 Q2	$911K	Sell	13,020 -104	-0.8%	-$6.83K	0.16%	73
2025 Q1	$849K	Hold	13,124	–	–	0.17%	72
2024 Q4	$867K	Hold	13,124	–	–	0.18%	68
2024 Q3	$866K	Hold	13,124	–	–	0.19%	71
2024 Q2	$794K	Hold	13,124	–	–	0.19%	70
2024 Q1	$820K	Buy	13,124 +352	+3%	+$20.8K	0.21%	70
2023 Q4	$743K	Hold	12,772	–	–	0.21%	67
2023 Q3	$665K	Hold	12,772	–	–	0.22%	71
2023 Q2	$703K	Hold	12,772	–	–	0.23%	74
2023 Q1	$673K	Hold	12,772	–	–	0.25%	73
2022 Q4	$651K	Hold	12,772	–	–	0.27%	73
2022 Q3	$600K	Sell	12,772 -6,864	-35%	-$359K	0.3%	68
2022 Q2	$967K	Buy	19,636 +6,864	+54%	+$371K	0.45%	47
2022 Q1	$759K	Hold	12,772	–	–	0.36%	58
2021 Q4	$813K	Buy	+12,772	New	+$801K	0.45%	52

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

SC&H Financial Advisors's VO Position: Q2 2026 in Review

SC&H Financial Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.6% in Q2 2026, selling an estimated $16.9K and leaving 13,334 shares worth $1.07M. The position accounts for 0.14% of the portfolio, ranked #67.

SC&H Financial Advisors first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

SC&H Financial Advisors held 13,334 shares of Vanguard Morningstar Mid-Cap ETF worth $1.07M as of Q2 2026.
SC&H Financial Advisors sold 218 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $16.9K.
Vanguard Morningstar Mid-Cap ETF made up 0.14% of SC&H Financial Advisors's portfolio in Q2 2026, its #67 holding.
SC&H Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.