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Advus Financial Partners, LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Advus Financial Partners, LLC’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 		– Sell
-5,960
Closed -$428K – 278
2026
Q1 		$428K Buy
+5,960
New +$443K 0.11% 138
2022
Q2 		– Sell
-5,172
Closed -$308K – 142
2022
Q1 		$308K Buy
+5,172
New +$303K 0.16% 88
2021
Q3 		$298K Buy
+4,684
New +$283K 0.16% 73

Other funds holding VO

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Wells Fargo
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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

Advus Financial Partners, LLC's VO Position: Q2 2026 in Review

Advus Financial Partners, LLC sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 5,960 shares — an estimated $428K sold.

Advus Financial Partners, LLC first reported a position in VO in Q3 2021 and held it in 3 quarters. The position peaked at $428K in Q1 2026. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Advus Financial Partners, LLC reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 5,960 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $428K.
  • Advus Financial Partners, LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2021 and held it in 3 quarters.
  • Advus Financial Partners, LLC's Vanguard Morningstar Mid-Cap ETF position peaked at $428K in Q1 2026.
  • 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.