Wescott Financial Advisory Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Wescott Financial Advisory 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	$4.57M	Sell	56,727 -4,593	-7%	-$356K	0.35%	43
2026 Q1	$4.4M	Sell	61,320 -5,888	-9%	-$437K	0.39%	42
2025 Q4	$4.88M	Sell	67,208 -18,264	-21%	-$1.33M	0.43%	39
2025 Q3	$6.28M	Sell	85,472 -696	-0.8%	-$50K	0.56%	32
2025 Q2	$6.03M	Sell	86,168 -268	-0.3%	-$17.6K	0.58%	31
2025 Q1	$5.59M	Sell	86,436 -8,444	-9%	-$567K	0.58%	32
2024 Q4	$6.27M	Sell	94,880 -17,740	-16%	-$1.2M	0.65%	29
2024 Q3	$7.43M	Sell	112,620 -6,736	-6%	-$423K	0.8%	22
2024 Q2	$7.22M	Sell	119,356 -3,408	-3%	-$207K	0.84%	23
2024 Q1	$7.67M	Sell	122,764 -8,584	-7%	-$507K	0.95%	20
2023 Q4	$7.64M	Sell	131,348 -1,676	-1%	-$89.5K	1.07%	16
2023 Q3	$6.93M	Sell	133,024 -2,032	-2%	-$111K	1.27%	16
2023 Q2	$7.43M	Sell	135,056 -20,404	-13%	-$1.07M	1.31%	15
2023 Q1	$8.2M	Sell	155,460 -2,996	-2%	-$159K	1.78%	15
2022 Q4	$8.07M	Sell	158,456 -2,588	-2%	-$132K	1.74%	15
2022 Q3	$7.57M	Buy	161,044 +6,364	+4%	+$333K	2.11%	11
2022 Q2	$7.62M	Buy	154,680 +1,332	+0.9%	+$72K	2.07%	12
2022 Q1	$9.12M	Buy	+153,348	New	+$9M	2.35%	10

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

Wescott Financial Advisory Group's VO Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.5% in Q2 2026, selling an estimated $356K and leaving 56,727 shares worth $4.57M. The position accounts for 0.35% of the portfolio, ranked #43.

Wescott Financial Advisory Group first reported a position in VO in Q1 2022 and has held it in 18 quarters since. The position peaked at $9.12M in Q1 2022. 2,486 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Wescott Financial Advisory Group held 56,727 shares of Vanguard Morningstar Mid-Cap ETF worth $4.57M as of Q2 2026.
Wescott Financial Advisory Group sold 4,593 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $356K.
Vanguard Morningstar Mid-Cap ETF made up 0.35% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #43 holding.
Wescott Financial Advisory Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
Wescott Financial Advisory Group's Vanguard Morningstar Mid-Cap ETF position peaked at $9.12M in Q1 2022.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.