Verdence Capital Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Verdence Capital 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	$5.86M	Buy	72,684 +1,560	+2%	+$121K	0.31%	74
2026 Q1	$5.11M	Buy	71,124 +4,120	+6%	+$306K	0.3%	77
2025 Q4	$4.86M	Buy	67,004 +236	+0.4%	+$17.2K	0.29%	80
2025 Q3	$4.94M	Buy	66,768 +1,848	+3%	+$133K	0.28%	83
2025 Q2	$4.54M	Buy	64,920 +4,576	+8%	+$300K	0.31%	78
2025 Q1	$3.9M	Buy	60,344 +4,152	+7%	+$279K	0.3%	84
2024 Q4	$3.71M	Buy	56,192 +8,516	+18%	+$578K	0.3%	84
2024 Q3	$3.14M	Buy	47,676 +2,220	+5%	+$139K	0.25%	104
2024 Q2	$2.75M	Buy	45,456 +500	+1%	+$30.4K	0.24%	104
2024 Q1	$2.81M	Sell	44,956 -1,356	-3%	-$80.1K	0.26%	108
2023 Q4	$2.69M	Buy	46,312 +224	+0.5%	+$12K	0.26%	105
2023 Q3	$2.4M	Buy	46,088 +21,492	+87%	+$1.18M	0.26%	101
2023 Q2	$1.35M	Buy	24,596 +24	+0.1%	+$1.26K	0.16%	158
2023 Q1	$1.3M	Buy	24,572 +3,920	+19%	+$209K	0.16%	156
2022 Q4	$1.05M	Buy	20,652 +14,952	+262%	+$762K	0.13%	167
2022 Q3	$268K	Hold	5,700	–	–	0.04%	404
2022 Q2	$281K	Buy	5,700 +340	+6%	+$18.4K	0.04%	402
2022 Q1	$319K	Buy	+5,360	New	+$314K	0.04%	414

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

Verdence Capital Advisors's VO Position: Q2 2026 in Review

Verdence Capital Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.2% in Q2 2026, buying an estimated $121K and bringing the position to 72,684 shares worth $5.86M. The position accounts for 0.31% of the portfolio, ranked #74.

Verdence Capital Advisors first reported a position in VO in Q1 2022 and has held it in 18 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Verdence Capital Advisors held 72,684 shares of Vanguard Morningstar Mid-Cap ETF worth $5.86M as of Q2 2026.
Verdence Capital Advisors bought 1,560 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $121K.
Vanguard Morningstar Mid-Cap ETF made up 0.31% of Verdence Capital Advisors's portfolio in Q2 2026, its #74 holding.
Verdence Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.