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Summit Investment Advisory Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Summit Investment Advisory Services’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 		$1.4M Buy
17,339
+103
+0.6% +$7.99K 0.35% 29
2026
Q1 		$1.24M Buy
17,236
+468
+3% +$34.8K 0.46% 27
2025
Q4 		$1.22M Buy
16,768
+296
+2% +$21.5K 0.46% 27
2025
Q3 		$1.21M Buy
16,472
+2,092
+15% +$150K 0.48% 24
2025
Q2 		$1.01M Sell
14,380
-8
-0.1% -$525 0.44% 25
2025
Q1 		$930K Buy
14,388
+2,156
+18% +$145K 0.46% 25
2024
Q4 		$808K Buy
12,232
+428
+4% +$29.1K 0.42% 32
2024
Q3 		$779K Buy
+11,804
New +$741K 0.41% 31
2024
Q2 		– Sell
-11,812
Closed -$738K – 93
2024
Q1 		$738K Buy
11,812
+96
+0.8% +$5.67K 0.44% 31
2023
Q4 		$681K Sell
11,716
-840
-7% -$44.9K 0.43% 30
2023
Q3 		$654K Buy
12,556
+48
+0.4% +$2.63K 0.48% 26
2023
Q2 		$688K Buy
12,508
+256
+2% +$13.4K 0.46% 26
2023
Q1 		$646K Buy
12,252
+12
+0.1% +$638 0.46% 26
2022
Q4 		$624K Buy
+12,240
New +$623K 0.76% 22

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

Summit Investment Advisory Services's VO Position: Q2 2026 in Review

Summit Investment Advisory Services increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.6% in Q2 2026, buying an estimated $7.99K and bringing the position to 17,339 shares worth $1.4M. The position accounts for 0.35% of the portfolio, ranked #29.

Summit Investment Advisory Services first reported a position in VO in Q4 2022 and has held it in 14 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Summit Investment Advisory Services held 17,339 shares of Vanguard Morningstar Mid-Cap ETF worth $1.4M as of Q2 2026.
  • Summit Investment Advisory Services bought 103 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $7.99K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.35% of Summit Investment Advisory Services's portfolio in Q2 2026, its #29 holding.
  • Summit Investment Advisory Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.