Virginia Estate & Retirement Planning Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Virginia Estate & Retirement Planning 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	$4.51K	Sell	56 -13,348	-100%	-$1.03M	0.01%	150
2026 Q1	$398K	Buy	+13,404	New	+$996K	0.7%	7

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

Virginia Estate & Retirement Planning Advisors's VO Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 100% in Q2 2026, selling an estimated $1.03M and leaving 56 shares worth $4.51K. The position accounts for 0.01% of the portfolio, ranked #150.

Virginia Estate & Retirement Planning Advisors first reported a position in VO in Q1 2026 and has held it in 2 quarters since. The position peaked at $398K in Q1 2026. 2,455 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Virginia Estate & Retirement Planning Advisors held 56 shares of Vanguard Morningstar Mid-Cap ETF worth $4.51K as of Q2 2026.
Virginia Estate & Retirement Planning Advisors sold 13,348 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.03M.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #150 holding.
Virginia Estate & Retirement Planning Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
Virginia Estate & Retirement Planning Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $398K in Q1 2026.
2,455 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.