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Spartan Wealth Advisory Services LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$4.33M Buy
53,773
+109
+0.2% +$8.45K 0.35% 71
2026
Q1 		$3.85M Buy
+53,664
New +$3.99M 0.34% 72

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Morgan Stanley
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Creative Planning
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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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's VO Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.2% in Q2 2026, buying an estimated $8.45K and bringing the position to 53,773 shares worth $4.33M. The position accounts for 0.35% of the portfolio, ranked #71.

Spartan Wealth Advisory Services LLC first reported a position in VO in Q1 2026 and has held it in 2 quarters since. 2,407 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 53,773 shares of Vanguard Morningstar Mid-Cap ETF worth $4.33M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 109 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $8.45K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.35% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #71 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,407 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.