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

Spectrum 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	$7.01M	Buy	86,954 +2,878	+3%	+$223K	2.86%	11
2026 Q1	$6.04M	Buy	84,076 +3,528	+4%	+$262K	3%	10
2025 Q4	$5.84M	Buy	80,548 +312	+0.4%	+$22.7K	2.93%	10
2025 Q3	$5.89M	Sell	80,236 -24	-0%	-$1.72K	3.19%	10
2025 Q2	$5.61M	Buy	80,260 +2,664	+3%	+$175K	3.26%	10
2025 Q1	$5.02M	Buy	77,596 +2,924	+4%	+$196K	3.24%	10
2024 Q4	$4.93M	Buy	74,672 +1,912	+3%	+$130K	3.29%	9
2024 Q3	$4.8M	Buy	72,760 +1,492	+2%	+$93.7K	3.29%	10
2024 Q2	$4.31M	Buy	+71,268	New	+$4.33M	3.16%	10

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

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

Spectrum Investment Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.4% in Q2 2026, buying an estimated $223K and bringing the position to 86,954 shares worth $7.01M. The position accounts for 2.86% of the portfolio, ranked #11.

Spectrum Investment Advisors first reported a position in VO in Q2 2024 and has held it in 9 quarters since. 2,484 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Spectrum Investment Advisors held 86,954 shares of Vanguard Morningstar Mid-Cap ETF worth $7.01M as of Q2 2026.
Spectrum Investment Advisors bought 2,878 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $223K.
Vanguard Morningstar Mid-Cap ETF made up 2.86% of Spectrum Investment Advisors's portfolio in Q2 2026, its #11 holding.
Spectrum Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,484 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Spectrum Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.