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

VestGen 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	$4.48M	Sell	55,611 -110,713	-67%	-$8.58M	0.13%	156
2026 Q1	$3.21M	Buy	166,324 +131,044	+371%	+$9.74M	0.09%	214
2025 Q4	$2.56M	Sell	35,280 -26,984	-43%	-$1.96M	0.11%	197
2025 Q3	$4.57M	Buy	62,264 +848	+1%	+$60.9K	0.15%	145
2025 Q2	$4.3M	Buy	61,416 +1,404	+2%	+$92.2K	0.17%	131
2025 Q1	$3.88M	Buy	+60,012	New	+$4.03M	0.18%	121

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

VestGen Advisors's VO Position: Q2 2026 in Review

VestGen Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 67% in Q2 2026, selling an estimated $8.58M and leaving 55,611 shares worth $4.48M. The position accounts for 0.13% of the portfolio, ranked #156.

VestGen Advisors first reported a position in VO in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.57M in Q3 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

VestGen Advisors held 55,611 shares of Vanguard Morningstar Mid-Cap ETF worth $4.48M as of Q2 2026.
VestGen Advisors sold 110,713 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $8.58M.
Vanguard Morningstar Mid-Cap ETF made up 0.13% of VestGen Advisors's portfolio in Q2 2026, its #156 holding.
VestGen Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $4.57M in Q3 2025.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.