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

Wells 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 		$462K Sell
5,732
-4,320
-43% -$335K 4.29% 6
2026
Q1 		$722K Sell
10,052
-16,808
-63% -$1.25M 3.28% 11
2025
Q4 		$1.95M Sell
26,860
-7,576
-22% -$551K 3.7% 9
2025
Q3 		$2.53M Sell
34,436
-372
-1% -$26.7K 3.38% 10
2025
Q2 		$2.44M Sell
34,808
-1,972
-5% -$129K 3.35% 12
2025
Q1 		$2.38M Buy
36,780
+748
+2% +$50.2K 3.28% 12
2024
Q4 		$2.38M Sell
36,032
-5,756
-14% -$391K 3.24% 12
2024
Q3 		$2.76M Sell
41,788
-76,220
-65% -$4.79M 3.72% 13
2024
Q2 		$7.14M Sell
118,008
-22,824
-16% -$1.39M 4.7% 7
2024
Q1 		$8.8M Sell
140,832
-1,388
-1% -$82K 5.99% 5
2023
Q4 		$8.27M Sell
142,220
-2,076
-1% -$111K 6.01% 6
2023
Q3 		$7.51M Buy
144,296
+96
+0.1% +$5.26K 5.84% 7
2023
Q2 		$7.94M Sell
144,200
-1,772
-1% -$92.9K 5.99% 6
2023
Q1 		$7.7M Sell
145,972
-1,288
-0.9% -$68.5K 6.13% 5
2022
Q4 		$7.5M Sell
147,260
-13,704
-9% -$698K 6.21% 5
2022
Q3 		$7.57M Sell
160,964
-6,800
-4% -$355K 7.33% 5
2022
Q2 		$8.26M Sell
167,764
-332
-0.2% -$17.9K 7.46% 5
2022
Q1 		$9.99M Buy
168,096
+1,696
+1% +$99.5K 8.34% 4
2021
Q4 		$10.6M Buy
166,400
+8,532
+5% +$535K 8.45% 3
2021
Q3 		$9.34M Buy
157,868
+1,640
+1% +$99.1K 7.89% 4
2021
Q2 		$9.27M Sell
156,228
-32
-0% -$1.85K 7.82% 4
2021
Q1 		$8.65M Buy
156,260
+116,996
+298% +$6.35M 7.76% 4
2020
Q4 		$2.03M Buy
+39,264
New +$1.9M 1.74% 15

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

Wells Financial Advisors's VO Position: Q2 2026 in Review

Wells Financial Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 43% in Q2 2026, selling an estimated $335K and leaving 5,732 shares worth $462K. The position accounts for 4.29% of the portfolio, ranked #6.

Wells Financial Advisors first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.6M in Q4 2021. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Wells Financial Advisors held 5,732 shares of Vanguard Morningstar Mid-Cap ETF worth $462K as of Q2 2026.
  • Wells Financial Advisors sold 4,320 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $335K.
  • Vanguard Morningstar Mid-Cap ETF made up 4.29% of Wells Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • Wells Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Wells Financial Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $10.6M in Q4 2021.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Wells Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.