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

SRH 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	$83.8K	Hold	1,040	–	–	0.02%	118
2026 Q1	$74.7K	Buy	1,040 +60	+6%	+$4.46K	0.02%	117
2025 Q4	$71.1K	Hold	980	–	–	0.02%	118
2025 Q3	$72K	Hold	980	–	–	0.02%	112
2025 Q2	$68.6K	Hold	980	–	–	0.02%	107
2025 Q1	$63.4K	Hold	980	–	–	0.02%	111
2024 Q4	$64.7K	Hold	980	–	–	0.02%	114
2024 Q3	$64.6K	Hold	980	–	–	0.02%	112
2024 Q2	$59.3K	Hold	980	–	–	0.02%	112
2024 Q1	$61.2K	Hold	980	–	–	0.02%	115
2023 Q4	$57K	Hold	980	–	–	0.02%	117
2023 Q3	$51K	Buy	+980	New	+$53.7K	0.02%	114

Other funds holding VO

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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

SRH Advisors's VO Position: Q2 2026 in Review

SRH Advisors held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 1,040 shares worth $83.8K. The position accounts for 0.02% of the portfolio, ranked #118.

SRH Advisors first reported a position in VO in Q3 2023 and has held it in 12 quarters since. 1,263 funds tracked by Wall St. Rank hold VO as of Q2 2026.

SRH Advisors held 1,040 shares of Vanguard Morningstar Mid-Cap ETF worth $83.8K as of Q2 2026.
SRH Advisors left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of SRH Advisors's portfolio in Q2 2026, its #118 holding.
SRH Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
1,263 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on SRH Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.