Winch Advisory Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Winch Advisory Services's VO Position: Q2 2026 in Review

Winch Advisory Services reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.9% in Q2 2026, selling an estimated $4.65K and leaving 804 shares worth $64.8K. The position accounts for 0.01% of the portfolio, ranked #175.

Winch Advisory Services first reported a position in VO in Q2 2015 and has held it in 17 quarters since. The position peaked at $1.24M in Q2 2015. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

• Winch Advisory Services held 804 shares of Vanguard Morningstar Mid-Cap ETF worth $64.8K as of Q2 2026.
• Winch Advisory Services sold 60 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $4.65K.
• Vanguard Morningstar Mid-Cap ETF made up 0.01% of Winch Advisory Services's portfolio in Q2 2026, its #175 holding.
• Winch Advisory Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2015 and has held it in 17 quarters since.
• Winch Advisory Services's Vanguard Morningstar Mid-Cap ETF position peaked at $1.24M in Q2 2015.
• 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.