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

Windsor 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	$1.59M	Buy	19,788 +704	+4%	+$54.6K	1.16%	18
2026 Q1	$1.37M	Buy	19,084 +16,336	+594%	+$1.21M	1.15%	18
2025 Q4	$199K	Buy	+2,748	New	+$200K	0.18%	58
2025 Q1	–	Sell	-12,272	Closed	-$810K	–	81
2024 Q4	$810K	Buy	+12,272	New	+$833K	0.94%	21
2023 Q1	–	Sell	-2,860	Closed	-$146K	–	78
2022 Q4	$146K	Buy	+2,860	New	+$146K	0.39%	46

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

Windsor Advisory Group's VO Position: Q2 2026 in Review

Windsor Advisory Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.7% in Q2 2026, buying an estimated $54.6K and bringing the position to 19,788 shares worth $1.59M. The position accounts for 1.16% of the portfolio, ranked #18.

Windsor Advisory Group first reported a position in VO in Q4 2022 and has held it in 5 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Windsor Advisory Group held 19,788 shares of Vanguard Morningstar Mid-Cap ETF worth $1.59M as of Q2 2026.
Windsor Advisory Group bought 704 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $54.6K.
Vanguard Morningstar Mid-Cap ETF made up 1.16% of Windsor Advisory Group's portfolio in Q2 2026, its #18 holding.
Windsor Advisory Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 5 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.