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

VSM Wealth 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	$13M	Sell	160,789 -4,311	-3%	-$334K	3.44%	9
2026 Q1	$11.9M	Buy	165,100 +428	+0.3%	+$31.8K	3.54%	8
2025 Q4	$11.9M	Sell	164,672 -3,200	-2%	-$233K	3.59%	7
2025 Q3	$12.3M	Buy	167,872 +2,900	+2%	+$208K	3.83%	7
2025 Q2	$11.5M	Sell	164,972 -4,648	-3%	-$305K	3.81%	7
2025 Q1	$11M	Sell	169,620 -7,768	-4%	-$521K	3.94%	7
2024 Q4	$11.7M	Buy	+177,388	New	+$12M	4.18%	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

VSM Wealth Advisory's VO Position: Q2 2026 in Review

VSM Wealth Advisory reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.6% in Q2 2026, selling an estimated $334K and leaving 160,789 shares worth $13M. The position accounts for 3.44% of the portfolio, ranked #9.

VSM Wealth Advisory first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

VSM Wealth Advisory held 160,789 shares of Vanguard Morningstar Mid-Cap ETF worth $13M as of Q2 2026.
VSM Wealth Advisory sold 4,311 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $334K.
Vanguard Morningstar Mid-Cap ETF made up 3.44% of VSM Wealth Advisory's portfolio in Q2 2026, its #9 holding.
VSM Wealth Advisory first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.