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Walsh & Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Walsh & Associates’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 		$33.4K Sell
415
-109
-21% -$8.45K 0.03% 139
2026
Q1 		$37.7K Sell
524
-24
-4% -$1.78K 0.04% 126
2025
Q4 		$39.8K Buy
+548
New +$39.9K 0.04% 126

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

Walsh & Associates's VO Position: Q2 2026 in Review

Walsh & Associates reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 21% in Q2 2026, selling an estimated $8.45K and leaving 415 shares worth $33.4K. The position accounts for 0.03% of the portfolio, ranked #139.

Walsh & Associates first reported a position in VO in Q4 2025 and has held it in 3 quarters since. The position peaked at $39.8K in Q4 2025. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Walsh & Associates held 415 shares of Vanguard Morningstar Mid-Cap ETF worth $33.4K as of Q2 2026.
  • Walsh & Associates sold 109 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $8.45K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of Walsh & Associates's portfolio in Q2 2026, its #139 holding.
  • Walsh & Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Walsh & Associates's Vanguard Morningstar Mid-Cap ETF position peaked at $39.8K in Q4 2025.
  • 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.