WCFA
VO icon

Walkner Condon Financial Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Walkner Condon Financial 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 		$7.65M Sell
94,980
-640
-0.7% -$49.6K 0.88% 24
2026
Q1 		$6.86M Sell
95,620
-1,224
-1% -$90.9K 0.9% 25
2025
Q4 		$7.03M Sell
96,844
-832
-0.9% -$60.5K 0.98% 23
2025
Q3 		$7.17M Buy
97,676
+4,564
+5% +$328K 1.14% 22
2025
Q2 		$6.51M Buy
93,112
+1,168
+1% +$76.7K 1.2% 20
2025
Q1 		$5.94M Sell
91,944
-4,432
-5% -$297K 1.2% 19
2024
Q4 		$6.36M Sell
96,376
-1,680
-2% -$114K 1.29% 18
2024
Q3 		$6.47M Buy
98,056
+3,664
+4% +$230K 1.32% 18
2024
Q2 		$5.71M Buy
94,392
+3,492
+4% +$212K 1.23% 20
2024
Q1 		$5.68M Sell
90,900
-1,056
-1% -$62.4K 1.2% 22
2023
Q4 		$5.35M Buy
91,956
+2,620
+3% +$140K 1.22% 21
2023
Q3 		$4.65M Sell
89,336
-688
-0.8% -$37.7K 1.23% 23
2023
Q2 		$4.95M Sell
90,024
-4,368
-5% -$229K 1.31% 21
2023
Q1 		$4.98M Buy
94,392
+1,352
+1% +$71.9K 1.39% 20
2022
Q4 		$4.74M Buy
93,040
+2,088
+2% +$106K 1.42% 19
2022
Q3 		$4.28M Buy
90,952
+3,348
+4% +$175K 1.38% 20
2022
Q2 		$4.32M Buy
87,604
+5,048
+6% +$273K 1.35% 19
2022
Q1 		$4.91M Buy
82,556
+4,128
+5% +$242K 1.4% 18
2021
Q4 		$5M Sell
78,428
-13,356
-15% -$837K 3.25% 5
2021
Q3 		$5.43M Sell
91,784
-1,132
-1% -$68.4K 2.67% 8
2021
Q2 		$5.51M Buy
92,916
+8,696
+10% +$504K 2.02% 13
2021
Q1 		$4.66M Buy
84,220
+5,712
+7% +$310K 1.81% 12
2020
Q4 		$4.06M Buy
78,508
+25,500
+48% +$1.23M 1.75% 15
2020
Q3 		$2.34M Buy
53,008
+34,356
+184% +$1.5M 1.25% 19
2020
Q2 		$764K Sell
18,652
-2,424
-12% -$92.9K 0.67% 26
2020
Q1 		$694K Sell
21,076
-1,424
-6% -$59K 0.74% 24
2019
Q4 		$1M Buy
+22,500
New +$966K 0.97% 20

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Walkner Condon Financial Advisors's VO Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.67% in Q2 2026, selling an estimated $49.6K and leaving 94,980 shares worth $7.65M. The position accounts for 0.88% of the portfolio, ranked #24.

Walkner Condon Financial Advisors first reported a position in VO in Q4 2019 and has held it in 27 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Walkner Condon Financial Advisors held 94,980 shares of Vanguard Morningstar Mid-Cap ETF worth $7.65M as of Q2 2026.
  • Walkner Condon Financial Advisors sold 640 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $49.6K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.88% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • Walkner Condon Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.