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

SoundView 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	$1.86M	Sell	23,152 -496	-2%	-$38.5K	0.61%	17
2026 Q1	$1.7M	Buy	23,648 +72	+0.3%	+$5.35K	0.6%	17
2025 Q4	$1.71M	Buy	+23,576	New	+$1.72M	0.6%	16
2025 Q3	–	Sell	-23,328	Closed	-$1.63M	–	38
2025 Q2	$1.63M	Hold	23,328	–	–	0.6%	19
2025 Q1	$1.51M	Buy	23,328 +28	+0.1%	+$1.88K	0.62%	20
2024 Q4	$1.54M	Buy	+23,300	New	+$1.58M	0.63%	20

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

SoundView Advisors's VO Position: Q2 2026 in Review

SoundView Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.1% in Q2 2026, selling an estimated $38.5K and leaving 23,152 shares worth $1.86M. The position accounts for 0.61% of the portfolio, ranked #17.

SoundView Advisors first reported a position in VO in Q4 2024 and has held it in 6 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

SoundView Advisors held 23,152 shares of Vanguard Morningstar Mid-Cap ETF worth $1.86M as of Q2 2026.
SoundView Advisors sold 496 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $38.5K.
Vanguard Morningstar Mid-Cap ETF made up 0.61% of SoundView Advisors's portfolio in Q2 2026, its #17 holding.
SoundView Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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