Toth Financial Advisory’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Toth Financial Advisory’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	$225K	Sell	2,787 -5	-0.2%	-$388	0.02%	226
2026 Q1	$200K	Sell	2,792 -264	-9%	-$19.6K	0.02%	216
2025 Q4	$222K	Sell	3,056 -620	-17%	-$45.1K	0.02%	211
2025 Q3	$270K	Buy	3,676 +4	+0.1%	+$287	0.03%	204
2025 Q2	$257K	Sell	3,672 -256	-7%	-$16.8K	0.03%	197
2025 Q1	$254K	Sell	3,928 -1,600	-29%	-$107K	0.03%	196
2024 Q4	$365K	Buy	5,528 +4	+0.1%	+$272	0.04%	179
2024 Q3	$364K	Sell	5,524 -56	-1%	-$3.52K	0.04%	180
2024 Q2	$338K	Hold	5,580	–	–	0.04%	176
2024 Q1	$348K	Buy	5,580 +4	+0.1%	+$236	0.04%	180
2023 Q4	$324K	Sell	5,576 -440	-7%	-$23.5K	0.04%	184
2023 Q3	$313K	Buy	6,016 +4,512	+300%	+$247K	0.05%	171
2023 Q2	$82.8K	Sell	1,504 -684	-31%	-$35.9K	0.01%	229
2023 Q1	$115K	Hold	2,188	–	–	0.02%	215
2022 Q4	$111K	Hold	2,188	–	–	0.02%	220
2022 Q3	$103K	Buy	+2,188	New	+$114K	0.02%	211
2020 Q2	–	Sell	-200	Closed	-$7K	–	609
2020 Q1	$7K	Sell	200 -28,268	-99%	-$1.17M	﹤0.01%	311
2019 Q4	$1.27M	Sell	28,468 -400	-1%	-$17.2K	0.26%	86
2019 Q3	$1.21M	Sell	28,868 -3,484	-11%	-$146K	0.27%	77
2019 Q2	$1.35M	Sell	32,352 -1,020	-3%	-$41.7K	0.3%	73
2019 Q1	$1.34M	Sell	33,372 -1,208	-3%	-$46.5K	0.31%	71
2018 Q4	$1.2M	Sell	34,580 -168	-0.5%	-$6.31K	0.33%	72
2018 Q3	$1.43M	Sell	34,748 -1,860	-5%	-$75.9K	0.32%	80
2018 Q2	$1.44M	Sell	36,608 -308	-0.8%	-$12.1K	0.34%	79
2018 Q1	$1.42M	Sell	36,916 -7,080	-16%	-$279K	0.35%	77
2017 Q4	$1.7M	Sell	43,996 -2,280	-5%	-$86.1K	0.4%	71
2017 Q3	$1.7M	Sell	46,276 -3,632	-7%	-$131K	0.43%	72
2017 Q2	$1.78M	Sell	49,908 -6,220	-11%	-$220K	0.46%	70
2017 Q1	$1.95M	Sell	56,128 -17,784	-24%	-$611K	0.52%	66
2016 Q4	$2.43M	Sell	73,912 -13,760	-16%	-$445K	0.7%	57
2016 Q3	$2.84M	Sell	87,672 -43,972	-33%	-$1.41M	0.83%	52
2016 Q2	$4.07M	Sell	131,644 -17,328	-12%	-$530K	1.24%	33
2016 Q1	$4.51M	Sell	148,972 -9,796	-6%	-$277K	1.48%	27
2015 Q4	$4.77M	Buy	158,768 +6,296	+4%	+$192K	1.58%	23
2015 Q3	$4.45M	Sell	152,472 -3,092	-2%	-$96.4K	1.63%	24
2015 Q2	$4.96M	Buy	155,564 +13,440	+9%	+$436K	1.66%	25
2015 Q1	$4.71M	Buy	142,124 +18,868	+15%	+$593K	1.58%	26
2014 Q4	$3.81M	Buy	123,256 +8,572	+7%	+$258K	1.32%	33
2014 Q3	$3.36M	Buy	114,684 +5,280	+5%	+$157K	1.27%	37
2014 Q2	$3.25M	Buy	109,404 +3,660	+3%	+$105K	1.23%	38
2014 Q1	$3M	Buy	105,744 +7,556	+8%	+$210K	1.22%	39
2013 Q4	$2.7M	Buy	98,188 +8,508	+9%	+$227K	1.15%	40
2013 Q3	$2.3M	Buy	89,680 +7,712	+9%	+$193K	1.08%	41
2013 Q2	$1.95M	Buy	+81,968	New	+$1.94M	0.96%	44

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

Toth Financial Advisory's VO Position: Q2 2026 in Review

Toth Financial Advisory reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.18% in Q2 2026, selling an estimated $388 and leaving 2,787 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #226.

Toth Financial Advisory first reported a position in VO in Q2 2013 and has held it in 44 quarters since. The position peaked at $4.96M in Q2 2015. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Toth Financial Advisory held 2,787 shares of Vanguard Morningstar Mid-Cap ETF worth $225K as of Q2 2026.
Toth Financial Advisory sold 5 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $388.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Toth Financial Advisory's portfolio in Q2 2026, its #226 holding.
Toth Financial Advisory first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 44 quarters since.
Toth Financial Advisory's Vanguard Morningstar Mid-Cap ETF position peaked at $4.96M in Q2 2015.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.