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

Ulland 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 		$40K Hold
496
– – 0.03% 130
2026
Q1 		$36K Hold
496
– – 0.03% 132
2025
Q4 		$36K Hold
496
– – 0.03% 128
2025
Q3 		$36K Buy
+496
New +$35.6K 0.03% 129

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

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

Ulland Investment Advisors held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 496 shares worth $40K. The position accounts for 0.03% of the portfolio, ranked #130.

Ulland Investment Advisors first reported a position in VO in Q3 2025 and has held it in 4 quarters since. 1,776 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Ulland Investment Advisors held 496 shares of Vanguard Morningstar Mid-Cap ETF worth $40K as of Q2 2026.
  • Ulland Investment Advisors left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of Ulland Investment Advisors's portfolio in Q2 2026, its #130 holding.
  • Ulland Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,776 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.