Vident Advisory’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Vident Advisory’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	$1.61M	Sell	19,942 -3,822	-16%	-$296K	0.01%	768
2026 Q1	$1.71M	Hold	23,764	–	–	0.01%	672
2025 Q4	$1.72M	Buy	23,764 +92	+0.4%	+$6.69K	0.02%	622
2025 Q3	$1.74M	Buy	23,672 +308	+1%	+$22.1K	0.02%	619
2025 Q2	$1.63M	Sell	23,364 -8,512	-27%	-$559K	0.02%	573
2025 Q1	$2.06M	Sell	31,876 -75,020	-70%	-$5.03M	0.03%	473
2024 Q4	$7.06M	Buy	106,896 +53,448	+100%	+$3.63M	0.12%	165
2024 Q3	$3.53M	Sell	53,448 -96	-0.2%	-$6.03K	0.09%	233
2024 Q2	$3.24M	Buy	53,544 +96	+0.2%	+$5.83K	0.09%	234
2024 Q1	$3.34M	Hold	53,448	–	–	0.07%	279
2023 Q4	$3.11M	Hold	53,448	–	–	0.08%	278
2023 Q3	$2.78M	Buy	+53,448	New	+$2.93M	0.09%	245

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 22.9% 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

Vident Advisory's VO Position: Q2 2026 in Review

Vident Advisory reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 16% in Q2 2026, selling an estimated $296K and leaving 19,942 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #768.

Vident Advisory first reported a position in VO in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.06M in Q4 2024. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Vident Advisory held 19,942 shares of Vanguard Morningstar Mid-Cap ETF worth $1.61M as of Q2 2026.
Vident Advisory sold 3,822 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $296K.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Vident Advisory's portfolio in Q2 2026, its #768 holding.
Vident Advisory first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
Vident Advisory's Vanguard Morningstar Mid-Cap ETF position peaked at $7.06M in Q4 2024.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.