Voisard Asset Management Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Voisard Asset Management Group’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	$1.57M	Hold	19,468	–	–	0.3%	36
2026 Q1	$1.4M	Hold	19,468	–	–	0.3%	37
2025 Q4	$1.41M	Sell	19,468 -400	-2%	-$29.1K	0.3%	33
2025 Q3	$1.46M	Hold	19,868	–	–	0.34%	29
2025 Q2	$1.39M	Hold	19,868	–	–	0.36%	32
2025 Q1	$1.28M	Sell	19,868 -308	-2%	-$20.7K	0.38%	27
2024 Q4	$1.33M	Sell	20,176 -300	-1%	-$20.4K	0.45%	27
2024 Q3	$1.35M	Sell	20,476 -256	-1%	-$16.1K	0.56%	18
2024 Q2	$1.25M	Buy	20,732 +40	+0.2%	+$2.43K	0.61%	15
2024 Q1	$1.29M	Hold	20,692	–	–	0.73%	12
2023 Q4	$1.2M	Buy	+20,692	New	+$1.11M	0.72%	12

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

Voisard Asset Management Group's VO Position: Q2 2026 in Review

Voisard Asset Management Group held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 19,468 shares worth $1.57M. The position accounts for 0.3% of the portfolio, ranked #36.

Voisard Asset Management Group first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Voisard Asset Management Group held 19,468 shares of Vanguard Morningstar Mid-Cap ETF worth $1.57M as of Q2 2026.
Voisard Asset Management Group left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.3% of Voisard Asset Management Group's portfolio in Q2 2026, its #36 holding.
Voisard Asset Management Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.