West Michigan Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

West Michigan 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	$326K	Sell	1,134 -3,402	-75%	-$264K	0.07%	217
2026 Q1	$326K	Sell	4,536 -8	-0.2%	-$594	0.07%	217
2025 Q4	$330K	Buy	4,544 +92	+2%	+$6.69K	0.08%	202
2025 Q3	$328K	Buy	4,452 +72	+2%	+$5.17K	0.08%	199
2025 Q2	$308K	Hold	4,380	–	–	0.09%	165
2025 Q1	$283K	Buy	4,380 +8	+0.2%	+$537	0.09%	156
2024 Q4	$289K	Sell	4,372 -232	-5%	-$15.8K	0.09%	162
2024 Q3	$304K	Buy	4,604 +80	+2%	+$5.02K	0.09%	143
2024 Q2	$275K	Sell	4,524 -28	-0.6%	-$1.7K	0.09%	147
2024 Q1	$284K	Buy	+4,552	New	+$269K	0.09%	138

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

West Michigan Advisors's VO Position: Q2 2026 in Review

West Michigan Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 75% in Q2 2026, selling an estimated $264K and leaving 1,134 shares worth $326K. The position accounts for 0.07% of the portfolio, ranked #217.

West Michigan Advisors first reported a position in VO in Q1 2024 and has held it in 10 quarters since. The position peaked at $330K in Q4 2025. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

West Michigan Advisors held 1,134 shares of Vanguard Morningstar Mid-Cap ETF worth $326K as of Q2 2026.
West Michigan Advisors sold 3,402 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $264K.
Vanguard Morningstar Mid-Cap ETF made up 0.07% of West Michigan Advisors's portfolio in Q2 2026, its #217 holding.
West Michigan Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
West Michigan Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $330K in Q4 2025.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.