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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.11M Buy
13,826
+3,822
+38% +$296K 0.31% 18
2026
Q1
$718K Buy
10,004
+2,052
+26% +$152K 0.25% 19
2025
Q4
$577K Buy
7,952
+256
+3% +$18.6K 0.23% 20
2025
Q3
$565K Buy
7,696
+36
+0.5% +$2.58K 0.26% 19
2025
Q2
$536K Buy
7,660
+360
+5% +$23.6K 0.27% 18
2025
Q1
$472K Buy
7,300
+5,876
+413% +$394K 0.26% 18
2024
Q4
$94K Hold
1,424
0.05% 36
2024
Q3
$93.9K Buy
+1,424
New +$89.4K 0.05% 36

Other funds holding VO

Urban Financial Advisory Corp's VO Position: Q2 2026 in Review

Urban Financial Advisory Corp increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 38% in Q2 2026, buying an estimated $296K and bringing the position to 13,826 shares worth $1.11M. The position accounts for 0.31% of the portfolio, ranked #18.

Urban Financial Advisory Corp first reported a position in VO in Q3 2024 and has held it in 8 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Urban Financial Advisory Corp held 13,826 shares of Vanguard Morningstar Mid-Cap ETF worth $1.11M as of Q2 2026.
  • Urban Financial Advisory Corp bought 3,822 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $296K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.31% of Urban Financial Advisory Corp's portfolio in Q2 2026, its #18 holding.
  • Urban Financial Advisory Corp first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Urban Financial Advisory Corp's 13F filing for Q2 2026, filed 6 Aug 2026.