Soltis Investment Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Soltis 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	$3.05M	Sell	37,890 -3,182	-8%	-$247K	0.17%	128
2026 Q1	$2.95M	Sell	41,072 -16,484	-29%	-$1.22M	0.19%	122
2025 Q4	$4.18M	Buy	57,556 +5,728	+11%	+$417K	0.28%	89
2025 Q3	$3.81M	Buy	51,828 +8,256	+19%	+$593K	0.26%	88
2025 Q2	$3.05M	Buy	43,572 +2,964	+7%	+$195K	0.24%	101
2025 Q1	$2.63M	Buy	40,608 +1,868	+5%	+$125K	0.23%	106
2024 Q4	$2.56M	Buy	38,740 +100	+0.3%	+$6.79K	0.24%	106
2024 Q3	$2.55M	Buy	38,640 +612	+2%	+$38.4K	0.25%	105
2024 Q2	$2.3M	Buy	38,028 +880	+2%	+$53.5K	0.24%	105
2024 Q1	$2.32M	Buy	37,148 +4,396	+13%	+$260K	0.26%	108
2023 Q4	$1.9M	Sell	32,752 -156	-0.5%	-$8.34K	0.22%	115
2023 Q3	$1.71M	Sell	32,908 -1,300	-4%	-$71.3K	0.22%	115
2023 Q2	$1.88M	Buy	34,208 +7,592	+29%	+$398K	0.22%	110
2023 Q1	$1.4M	Buy	26,616 +440	+2%	+$23.4K	0.18%	121
2022 Q4	$1.33M	Sell	26,176 -3,940	-13%	-$201K	0.18%	117
2022 Q3	$1.42M	Sell	30,116 -208	-0.7%	-$10.9K	0.21%	106
2022 Q2	$1.49M	Buy	30,324 +2,540	+9%	+$137K	0.22%	102
2022 Q1	$1.65M	Hold	27,784	–	–	0.23%	102
2021 Q4	$1.77M	Buy	27,784 +1,416	+5%	+$88.8K	0.25%	92
2021 Q3	$1.56M	Buy	26,368 +1,796	+7%	+$109K	0.24%	86
2021 Q2	$1.46M	Buy	24,572 +2,452	+11%	+$142K	0.23%	87
2021 Q1	$1.22M	Buy	22,120 +28	+0.1%	+$1.52K	0.22%	90
2020 Q4	$1.14M	Sell	22,092 -388	-2%	-$18.8K	0.21%	81
2020 Q3	$991K	Buy	22,480 +260	+1%	+$11.3K	0.23%	80
2020 Q2	$911K	Sell	22,220 -10,124	-31%	-$388K	0.24%	73
2020 Q1	$1.06M	Hold	32,344	–	–	0.33%	47
2019 Q4	$1.44M	Buy	+32,344	New	+$1.39M	0.28%	49

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Soltis Investment Advisors's VO Position: Q2 2026 in Review

Soltis Investment Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.7% in Q2 2026, selling an estimated $247K and leaving 37,890 shares worth $3.05M. The position accounts for 0.17% of the portfolio, ranked #128.

Soltis Investment Advisors first reported a position in VO in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.18M in Q4 2025. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Soltis Investment Advisors held 37,890 shares of Vanguard Morningstar Mid-Cap ETF worth $3.05M as of Q2 2026.
Soltis Investment Advisors sold 3,182 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $247K.
Vanguard Morningstar Mid-Cap ETF made up 0.17% of Soltis Investment Advisors's portfolio in Q2 2026, its #128 holding.
Soltis Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
Soltis Investment Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $4.18M in Q4 2025.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.