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

Uptown Financial 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	$11.3M	Sell	139,720 -2,080	-1%	-$161K	7.41%	3
2026 Q1	$10.2M	Buy	141,800 +14,176	+11%	+$1.05M	8.09%	2
2025 Q4	$9.26M	Buy	127,624 +1,972	+2%	+$143K	6.63%	3
2025 Q3	$9.23M	Buy	125,652 +676	+0.5%	+$48.5K	7.6%	2
2025 Q2	$8.74M	Sell	124,976 -1,228	-1%	-$80.6K	7.49%	2
2025 Q1	$8.16M	Buy	126,204 +8,476	+7%	+$569K	8.33%	2
2024 Q4	$7.77M	Buy	+117,728	New	+$7.99M	8.38%	2

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

Uptown Financial Advisors's VO Position: Q2 2026 in Review

Uptown Financial Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.5% in Q2 2026, selling an estimated $161K and leaving 139,720 shares worth $11.3M. The position accounts for 7.41% of the portfolio, ranked #3.

Uptown Financial Advisors first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Uptown Financial Advisors held 139,720 shares of Vanguard Morningstar Mid-Cap ETF worth $11.3M as of Q2 2026.
Uptown Financial Advisors sold 2,080 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $161K.
Vanguard Morningstar Mid-Cap ETF made up 7.41% of Uptown Financial Advisors's portfolio in Q2 2026, its #3 holding.
Uptown Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.