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

Willis Johnson & 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 		– Sell
-5,340
Closed -$383K – 188
2026
Q1 		$383K Sell
5,340
-80
-1% -$5.94K 0.02% 133
2025
Q4 		$393K Sell
5,420
-276
-5% -$20.1K 0.02% 116
2025
Q3 		$418K Buy
5,696
+372
+7% +$26.7K 0.03% 113
2025
Q2 		$372K Buy
5,324
+148
+3% +$9.71K 0.03% 113
2025
Q1 		$335K Sell
5,176
-320
-6% -$21.5K 0.03% 116
2024
Q4 		$363K Sell
5,496
-340
-6% -$23.1K 0.03% 105
2024
Q3 		$385K Buy
5,836
+92
+2% +$5.78K 0.03% 108
2024
Q2 		$348K Sell
5,744
-88
-2% -$5.35K 0.03% 109
2024
Q1 		$364K Sell
5,832
-36
-0.6% -$2.13K 0.03% 104
2023
Q4 		$341K Sell
5,868
-152
-3% -$8.12K 0.03% 100
2023
Q3 		$313K Buy
6,020
+1,576
+35% +$86.4K 0.03% 101
2023
Q2 		$245K Sell
4,444
-2,436
-35% -$128K 0.03% 111
2023
Q1 		$363K Sell
6,880
-408
-6% -$21.7K 0.04% 86
2022
Q4 		$371K Buy
+7,288
New +$371K 0.05% 83

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

Willis Johnson & Associates's VO Position: Q2 2026 in Review

Willis Johnson & Associates sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 5,340 shares — an estimated $383K sold.

Willis Johnson & Associates first reported a position in VO in Q4 2022 and held it in 14 quarters. The position peaked at $418K in Q3 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Willis Johnson & Associates reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Willis Johnson & Associates sold 5,340 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $383K.
  • Willis Johnson & Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and held it in 14 quarters.
  • Willis Johnson & Associates's Vanguard Morningstar Mid-Cap ETF position peaked at $418K in Q3 2025.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.