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Sound View Wealth Advisors Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sound View Wealth Advisors Group’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 		$2.91M Buy
36,127
+215
+0.6% +$16.7K 0.18% 112
2026
Q1 		$2.58M Buy
35,912
+1,184
+3% +$88K 0.18% 114
2025
Q4 		$2.52M Sell
34,728
-1,256
-3% -$91.4K 0.17% 117
2025
Q3 		$2.64M Sell
35,984
-1,264
-3% -$90.8K 0.18% 116
2025
Q2 		$2.61M Buy
37,248
+128
+0.3% +$8.4K 0.19% 109
2025
Q1 		$2.4M Sell
37,120
-1,284
-3% -$86.2K 0.2% 106
2024
Q4 		$2.54M Sell
38,404
-636
-2% -$43.2K 0.2% 103
2024
Q3 		$2.57M Buy
39,040
+808
+2% +$50.7K 0.21% 111
2024
Q2 		$2.31M Buy
38,232
+444
+1% +$27K 0.24% 97
2024
Q1 		$2.36M Sell
37,788
-3,024
-7% -$179K 0.25% 96
2023
Q4 		$2.37M Buy
40,812
+6,968
+21% +$372K 0.26% 95
2023
Q3 		$1.76M Buy
33,844
+4,900
+17% +$269K 0.22% 101
2023
Q2 		$1.59M Buy
28,944
+1,376
+5% +$72.1K 0.21% 103
2023
Q1 		$1.45M Sell
27,568
-13,244
-32% -$705K 0.2% 112
2022
Q4 		$2.37M Buy
40,812
+22,056
+118% +$1.12M 0.26% 95
2022
Q3 		$882K Sell
18,756
-80
-0.4% -$4.18K 0.2% 113
2022
Q2 		$928K Buy
18,836
+2,336
+14% +$126K 0.19% 113
2022
Q1 		$981K Buy
16,500
+6,848
+71% +$402K 0.19% 113
2021
Q4 		$615K Sell
9,652
-348
-3% -$21.8K 0.12% 156
2021
Q3 		$592K Hold
10,000
– – 0.12% 151
2021
Q2 		$593K Buy
10,000
+1,568
+19% +$90.9K 0.12% 154
2021
Q1 		$467K Hold
8,432
– – 0.11% 166
2020
Q4 		$436K Sell
8,432
-64
-0.8% -$3.1K 0.11% 164
2020
Q3 		$374K Buy
8,496
+4
+0% +$174 0.1% 172
2020
Q2 		$348K Buy
8,492
+1,276
+18% +$48.9K 0.1% 170
2020
Q1 		$238K Hold
7,216
– – 0.08% 189
2019
Q4 		$321K Sell
7,216
-1,276
-15% -$54.8K 0.09% 181
2019
Q3 		$356K Hold
8,492
– – 0.11% 168
2019
Q2 		$355K Buy
+8,492
New +$347K 0.1% 169

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

Sound View Wealth Advisors Group's VO Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.6% in Q2 2026, buying an estimated $16.7K and bringing the position to 36,127 shares worth $2.91M. The position accounts for 0.18% of the portfolio, ranked #112.

Sound View Wealth Advisors Group first reported a position in VO in Q2 2019 and has held it in 29 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Sound View Wealth Advisors Group held 36,127 shares of Vanguard Morningstar Mid-Cap ETF worth $2.91M as of Q2 2026.
  • Sound View Wealth Advisors Group bought 215 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $16.7K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.18% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #112 holding.
  • Sound View Wealth Advisors Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2019 and has held it in 29 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.