Your Advocates Ltd’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Your Advocates Ltd’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	$40K	Hold	496	–	–	0.01%	75
2026 Q1	$35.6K	Hold	496	–	–	0.01%	82
2025 Q4	$36K	Hold	496	–	–	0.01%	78
2025 Q3	$36.4K	Buy	+496	New	+$35.6K	0.01%	76
2024 Q4	–	Sell	-20	Closed	-$1.32K	–	240
2024 Q3	$1.32K	Hold	20	–	–	﹤0.01%	189
2024 Q2	$1.21K	Hold	20	–	–	﹤0.01%	191
2024 Q1	$1.25K	Hold	20	–	–	﹤0.01%	186
2023 Q4	$1.16K	Sell	20 -160	-89%	-$8.55K	﹤0.01%	190
2023 Q3	$9.37K	Buy	+180	New	+$9.87K	0.01%	112
2022 Q4	–	Sell	-188	Closed	-$9K	–	228
2022 Q3	$9K	Hold	188	–	–	0.01%	90
2022 Q2	$9K	Hold	188	–	–	0.01%	97
2022 Q1	$11K	Hold	188	–	–	0.01%	96
2021 Q4	$12K	Hold	188	–	–	0.01%	85
2021 Q3	$11K	Buy	+188	New	+$11.4K	0.01%	88
2020 Q4	–	Sell	-392	Closed	-$17K	–	165
2020 Q3	$17K	Buy	392 +304	+345%	+$13.2K	0.01%	64
2020 Q2	$3K	Buy	+88	New	+$3.37K	﹤0.01%	120

Other funds holding VO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Your Advocates Ltd's VO Position: Q2 2026 in Review

Your Advocates Ltd held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 496 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #75.

Your Advocates Ltd first reported a position in VO in Q2 2020 and has held it in 16 quarters since. 1,776 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Your Advocates Ltd held 496 shares of Vanguard Morningstar Mid-Cap ETF worth $40K as of Q2 2026.
Your Advocates Ltd left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Your Advocates Ltd's portfolio in Q2 2026, its #75 holding.
Your Advocates Ltd first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2020 and has held it in 16 quarters since.
1,776 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.