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

XML Financial’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	$11M	Buy	136,272 +11,472	+9%	+$889K	0.8%	36
2026 Q1	$8.96M	Buy	124,800 +10,144	+9%	+$754K	0.72%	42
2025 Q4	$8.32M	Sell	114,656 -1,936	-2%	-$141K	0.68%	43
2025 Q3	$8.56M	Sell	116,592 -556	-0.5%	-$39.9K	0.7%	39
2025 Q2	$8.2M	Buy	117,148 +5,308	+5%	+$348K	0.71%	41
2025 Q1	$7.23M	Sell	111,840 -5,000	-4%	-$336K	0.67%	43
2024 Q4	$7.72M	Buy	116,840 +7,096	+6%	+$482K	0.71%	39
2024 Q3	$7.24M	Buy	109,744 +3,072	+3%	+$193K	0.67%	42
2024 Q2	$6.46M	Buy	106,672 +2,824	+3%	+$172K	0.65%	43
2024 Q1	$6.49M	Buy	103,848 +1,156	+1%	+$68.3K	0.66%	42
2023 Q4	$5.97M	Buy	102,692 +2,296	+2%	+$123K	0.63%	50
2023 Q3	$5.23M	Buy	100,396 +21,824	+28%	+$1.2M	0.63%	53
2023 Q2	$4.32M	Buy	+78,572	New	+$4.12M	0.5%	57

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

XML Financial's VO Position: Q2 2026 in Review

XML Financial increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 9.2% in Q2 2026, buying an estimated $889K and bringing the position to 136,272 shares worth $11M. The position accounts for 0.8% of the portfolio, ranked #36.

XML Financial first reported a position in VO in Q2 2023 and has held it in 13 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

XML Financial held 136,272 shares of Vanguard Morningstar Mid-Cap ETF worth $11M as of Q2 2026.
XML Financial bought 11,472 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $889K.
Vanguard Morningstar Mid-Cap ETF made up 0.8% of XML Financial's portfolio in Q2 2026, its #36 holding.
XML Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.