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

US 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
2025
Q1 		$13.1M Sell
202,596
-4,232
-2% -$284K 3.87% 5
2024
Q4 		$13.7M Buy
206,828
+2,684
+1% +$182K 4.2% 4
2024
Q3 		$13.5M Buy
204,144
+4,776
+2% +$300K 4.19% 4
2024
Q2 		$12.1M Buy
199,368
+2,352
+1% +$143K 4.05% 4
2024
Q1 		$12.3M Buy
197,016
+3,996
+2% +$236K 4.26% 6
2023
Q4 		$11.2M Buy
193,020
+8,276
+4% +$442K 4.18% 6
2023
Q3 		$9.62M Buy
184,744
+6,800
+4% +$373K 4% 6
2023
Q2 		$9.79M Buy
177,944
+7,692
+5% +$403K 4.16% 7
2023
Q1 		$8.98M Buy
170,252
+5,784
+4% +$308K 4% 9
2022
Q4 		$8.38M Buy
164,468
+2,404
+1% +$122K 4.21% 7
2022
Q3 		$7.62M Buy
162,064
+12,728
+9% +$665K 4.27% 9
2022
Q2 		$7.35M Buy
149,336
+3,528
+2% +$191K 4.13% 8
2022
Q1 		$8.67M Buy
145,808
+4,152
+3% +$244K 4.17% 8
2021
Q4 		$9.02M Buy
141,656
+4,892
+4% +$307K 4.11% 9
2021
Q3 		$8.1M Buy
136,764
+1,672
+1% +$101K 4.01% 11
2021
Q2 		$8.02M Sell
135,092
-79,556
-37% -$4.61M 3.91% 11
2021
Q1 		$11.9M Buy
214,648
+38,428
+22% +$2.09M 3.3% 9
2020
Q4 		$9.11M Buy
+176,220
New +$8.53M 2.75% 11
2016
Q2 		$4.49M Hold
147,980
– – 9.01% 1
2016
Q1 		$4.49M Sell
147,980
-37,548
-20% -$1.06M 7.8% 1
2015
Q4 		$5.57M Buy
185,528
+1,776
+1% +$54.2K 5.29% 3
2015
Q3 		$5.36M Buy
183,752
+792
+0.4% +$24.7K 8.91% 4
2015
Q2 		$5.83M Sell
182,960
-5,176
-3% -$168K 5.5% 12
2015
Q1 		$6.24M Sell
188,136
-1,284
-0.7% -$40.4K 5.67% 5
2014
Q4 		$5.85M Buy
+189,420
New +$5.71M 5.23% 11

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Financial Advisors's VO Position: Q1 2025 in Review

US Financial Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2% in Q1 2025, selling an estimated $284K and leaving 202,596 shares worth $13.1M. The position accounts for 3.87% of the portfolio, ranked #5.

US Financial Advisors first reported a position in VO in Q4 2014 and has held it in 25 quarters since. The position peaked at $13.7M in Q4 2024. 2,125 funds tracked by Wall St. Rank hold VO as of Q1 2025.

  • US Financial Advisors held 202,596 shares of Vanguard Morningstar Mid-Cap ETF worth $13.1M as of Q1 2025.
  • US Financial Advisors sold 4,232 Vanguard Morningstar Mid-Cap ETF shares in Q1 2025, an estimated $284K.
  • Vanguard Morningstar Mid-Cap ETF made up 3.87% of US Financial Advisors's portfolio in Q1 2025, its #5 holding.
  • US Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2014 and has held it in 25 quarters since.
  • US Financial Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $13.7M in Q4 2024.
  • 2,125 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.