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

Strata Wealth 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 		$1.81M Sell
22,450
-1,130
-5% -$87.6K 0.44% 31
2026
Q1 		$1.69M Sell
23,580
-1,024
-4% -$76.1K 0.46% 30
2025
Q4 		$1.79M Sell
24,604
-492
-2% -$35.8K 0.5% 28
2025
Q3 		$1.84M Sell
25,096
-900
-3% -$64.6K 0.49% 31
2025
Q2 		$1.82M Buy
25,996
+1,284
+5% +$84.3K 0.5% 28
2025
Q1 		$1.6M Buy
24,712
+324
+1% +$21.7K 0.5% 26
2024
Q4 		$1.61M Buy
24,388
+2,796
+13% +$190K 0.51% 26
2024
Q3 		$1.42M Buy
21,592
+2,084
+11% +$131K 0.46% 27
2024
Q2 		$1.18M Buy
19,508
+2,700
+16% +$164K 0.41% 27
2024
Q1 		$1.05M Buy
16,808
+2,972
+21% +$176K 0.37% 29
2023
Q4 		$805K Buy
13,836
+440
+3% +$23.5K 0.32% 35
2023
Q3 		$697K Buy
+13,396
New +$735K 0.34% 24
2023
Q1 		$385K Buy
+7,308
New +$389K 0.2% 38

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

Strata Wealth Advisors's VO Position: Q2 2026 in Review

Strata Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.8% in Q2 2026, selling an estimated $87.6K and leaving 22,450 shares worth $1.81M. The position accounts for 0.44% of the portfolio, ranked #31.

Strata Wealth Advisors first reported a position in VO in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.84M in Q3 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Strata Wealth Advisors held 22,450 shares of Vanguard Morningstar Mid-Cap ETF worth $1.81M as of Q2 2026.
  • Strata Wealth Advisors sold 1,130 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $87.6K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.44% of Strata Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • Strata Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • Strata Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $1.84M in Q3 2025.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.