Seneca Financial Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Seneca 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	$398K	Buy	4,934 +2	+0%	+$155	0.1%	44
2026 Q1	$354K	Sell	4,932 -136	-3%	-$10.1K	0.1%	45
2025 Q4	$368K	Hold	5,068	–	–	0.11%	44
2025 Q3	$372K	Hold	5,068	–	–	0.12%	41
2025 Q2	$354K	Hold	5,068	–	–	0.14%	41
2025 Q1	$328K	Hold	5,068	–	–	0.16%	41
2024 Q4	$335K	Buy	5,068 +4	+0.1%	+$272	0.17%	39
2024 Q3	$334K	Hold	5,064	–	–	0.16%	39
2024 Q2	$307K	Hold	5,064	–	–	0.16%	46
2024 Q1	$316K	Sell	5,064 -684	-12%	-$40.4K	0.17%	47
2023 Q4	$334K	Hold	5,748	–	–	0.19%	43
2023 Q3	$299K	Sell	5,748 -276	-5%	-$15.1K	0.2%	42
2023 Q2	$332K	Hold	6,024	–	–	0.22%	40
2023 Q1	$318K	Buy	6,024 +548	+10%	+$29.2K	0.2%	44
2022 Q4	$279K	Buy	5,476 +256	+5%	+$13K	0.18%	40
2022 Q3	$245K	Buy	5,220 +4	+0.1%	+$209	0.18%	36
2022 Q2	$257K	Sell	5,216 -1,692	-24%	-$91.4K	0.17%	37
2022 Q1	$411K	Sell	6,908 -136	-2%	-$7.98K	0.25%	32
2021 Q4	$449K	Buy	+7,044	New	+$442K	0.27%	31

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

Seneca Financial Advisors's VO Position: Q2 2026 in Review

Seneca Financial Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.04% in Q2 2026, buying an estimated $155 and bringing the position to 4,934 shares worth $398K. The position accounts for 0.1% of the portfolio, ranked #44.

Seneca Financial Advisors first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $449K in Q4 2021. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Seneca Financial Advisors held 4,934 shares of Vanguard Morningstar Mid-Cap ETF worth $398K as of Q2 2026.
Seneca Financial Advisors bought 2 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $155.
Vanguard Morningstar Mid-Cap ETF made up 0.1% of Seneca Financial Advisors's portfolio in Q2 2026, its #44 holding.
Seneca Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Seneca Financial Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $449K in Q4 2021.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Seneca Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.