Woodward Financial Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Woodward Financial 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	$379K	Buy	4,699 +783	+20%	+$60.7K	0.13%	47
2026 Q1	$275K	Hold	3,916	–	–	0.11%	51
2025 Q4	$284K	Hold	3,916	–	–	0.11%	48
2025 Q3	$288K	Hold	3,916	–	–	0.11%	48
2025 Q2	$274K	Hold	3,916	–	–	0.11%	51
2025 Q1	$253K	Sell	3,916 -244	-6%	-$16.4K	0.12%	48
2024 Q4	$275K	Sell	4,160 -144	-3%	-$9.78K	0.14%	47
2024 Q3	$284K	Hold	4,304	–	–	0.14%	45
2024 Q2	$259K	Buy	4,304 +1,032	+32%	+$62.7K	0.15%	45
2024 Q1	$203K	Buy	+3,272	New	+$193K	0.12%	55

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 22.9% 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

Woodward Financial Advisors's VO Position: Q2 2026 in Review

Woodward Financial Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 20% in Q2 2026, buying an estimated $60.7K and bringing the position to 4,699 shares worth $379K. The position accounts for 0.13% of the portfolio, ranked #47.

Woodward Financial Advisors first reported a position in VO in Q1 2024 and has held it in 10 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Woodward Financial Advisors held 4,699 shares of Vanguard Morningstar Mid-Cap ETF worth $379K as of Q2 2026.
Woodward Financial Advisors bought 783 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $60.7K.
Vanguard Morningstar Mid-Cap ETF made up 0.13% of Woodward Financial Advisors's portfolio in Q2 2026, its #47 holding.
Woodward Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.