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World Investment Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

World Investment 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 		$18M Sell
67,067
-205,585
-75% -$15.9M 0.3% 65
2026
Q1 		$19.6M Buy
272,652
+12,984
+5% +$965K 0.32% 60
2025
Q4 		$18.8M Buy
259,668
+60,572
+30% +$4.41M 0.31% 63
2025
Q3 		$14.6M Buy
199,096
+1,140
+0.6% +$81.9K 0.3% 64
2025
Q2 		$13.9M Buy
197,956
+9,772
+5% +$641K 0.31% 66
2025
Q1 		$12.2M Sell
188,184
-231,144
-55% -$15.5M 0.32% 65
2024
Q4 		$27.7M Buy
419,328
+28,552
+7% +$1.94M 0.76% 22
2024
Q3 		$25.8M Buy
390,776
+345,316
+760% +$21.7M 0.81% 17
2024
Q2 		$2.75M Buy
+45,460
New +$2.76M 0.17% 128
2024
Q1 		– Sell
-35,296
Closed -$2.05M – 481
2023
Q4 		$2.05M Buy
35,296
+2,016
+6% +$108K 0.27% 83
2023
Q3 		$1.73M Buy
33,280
+2,064
+7% +$113K 0.34% 60
2023
Q2 		$1.72M Buy
31,216
+13,068
+72% +$685K 0.33% 55
2023
Q1 		$957K Buy
18,148
+6,848
+61% +$364K 0.2% 86
2022
Q4 		$576K Sell
11,300
-11,784
-51% -$600K 0.13% 114
2022
Q3 		$1.08M Buy
23,084
+136
+0.6% +$7.11K 0.26% 66
2022
Q2 		$1.24M Buy
22,948
+272
+1% +$14.7K 0.26% 62
2022
Q1 		$1.35M Sell
22,676
-92
-0.4% -$5.4K 0.28% 65
2021
Q4 		$1.36M Buy
22,768
+352
+2% +$22.1K 0.28% 66
2021
Q3 		$1.33M Buy
22,416
+2,808
+14% +$170K 0.3% 60
2021
Q2 		$1.16M Buy
19,608
+716
+4% +$41.5K 0.27% 67
2021
Q1 		$1.06M Buy
18,892
+2,708
+17% +$147K 0.26% 69
2020
Q4 		$904K Buy
16,184
+1,388
+9% +$67.2K 0.23% 76
2020
Q3 		$652K Sell
14,796
-11,456
-44% -$499K 0.22% 72
2020
Q2 		$1.17M Sell
26,252
-2,796
-10% -$107K 0.41% 45
2020
Q1 		$956K Buy
+29,048
New +$1.2M 0.44% 37

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

World Investment Advisors's VO Position: Q2 2026 in Review

World Investment Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 75% in Q2 2026, selling an estimated $15.9M and leaving 67,067 shares worth $18M. The position accounts for 0.3% of the portfolio, ranked #65.

World Investment Advisors first reported a position in VO in Q1 2020 and has held it in 25 quarters since. The position peaked at $27.7M in Q4 2024. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • World Investment Advisors held 67,067 shares of Vanguard Morningstar Mid-Cap ETF worth $18M as of Q2 2026.
  • World Investment Advisors sold 205,585 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $15.9M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.3% of World Investment Advisors's portfolio in Q2 2026, its #65 holding.
  • World Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • World Investment Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $27.7M in Q4 2024.
  • 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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