180 Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

180 Wealth 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	$457K	Sell	5,675 -357	-6%	-$27.7K	0.05%	298
2026 Q1	$433K	Sell	6,032 -84	-1%	-$6.24K	0.05%	297
2025 Q4	$444K	Sell	6,116 -76	-1%	-$5.53K	0.05%	284
2025 Q3	$455K	Buy	6,192 +120	+2%	+$8.62K	0.06%	280
2025 Q2	$425K	Sell	6,072 -8	-0.1%	-$525	0.06%	272
2025 Q1	$393K	Buy	6,080 +8	+0.1%	+$537	0.06%	263
2024 Q4	$401K	Sell	6,072 -1,652	-21%	-$112K	0.06%	264
2024 Q3	$509K	Sell	7,724 -72	-0.9%	-$4.52K	0.08%	221
2024 Q2	$480K	Sell	7,796 -40	-0.5%	-$2.43K	0.08%	223
2024 Q1	$489K	Sell	7,836 -80	-1%	-$4.73K	0.09%	211
2023 Q4	$458K	Buy	7,916 +1,100	+16%	+$58.8K	0.09%	212
2023 Q3	$355K	Buy	6,816 +184	+3%	+$10.1K	0.08%	239
2023 Q2	$366K	Sell	6,632 -520	-7%	-$27.3K	0.08%	225
2023 Q1	$377K	Hold	7,152	–	–	0.09%	219
2022 Q4	$390K	Sell	7,152 -100	-1%	-$5.09K	0.09%	221
2022 Q3	$341K	Sell	7,252 -140	-2%	-$7.32K	0.09%	216
2022 Q2	$369K	Sell	7,392 -80	-1%	-$4.32K	0.09%	206
2022 Q1	$442K	Sell	7,472 -120	-2%	-$7.04K	0.1%	200
2021 Q4	$435K	Buy	7,592 +92	+1%	+$5.77K	0.1%	200
2021 Q3	$464K	Buy	7,500 +60	+0.8%	+$3.63K	0.1%	196
2021 Q2	$452K	Sell	7,440 -272	-4%	-$15.8K	0.1%	195
2021 Q1	$444K	Buy	7,712 +16	+0.2%	+$868	0.11%	180
2020 Q4	$411K	Buy	7,696 +96	+1%	+$4.65K	0.12%	174
2020 Q3	$350K	Sell	7,600 -200	-3%	-$8.71K	0.13%	161
2020 Q2	$334K	Sell	7,800 -340	-4%	-$13K	0.13%	159
2020 Q1	$258K	Sell	8,140 -124	-2%	-$5.13K	0.13%	175
2019 Q4	$375K	Buy	8,264 +200	+2%	+$8.59K	0.15%	165
2019 Q3	$336K	Buy	8,064 +2,916	+57%	+$122K	0.15%	171
2019 Q2	$215K	Buy	5,148 +40	+0.8%	+$1.64K	0.1%	228
2019 Q1	$209K	Buy	+5,108	New	+$196K	0.09%	234

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

180 Wealth Advisors's VO Position: Q2 2026 in Review

180 Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.9% in Q2 2026, selling an estimated $27.7K and leaving 5,675 shares worth $457K. The position accounts for 0.05% of the portfolio, ranked #298.

180 Wealth Advisors first reported a position in VO in Q1 2019 and has held it in 30 quarters since. The position peaked at $509K in Q3 2024. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

180 Wealth Advisors held 5,675 shares of Vanguard Morningstar Mid-Cap ETF worth $457K as of Q2 2026.
180 Wealth Advisors sold 357 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $27.7K.
Vanguard Morningstar Mid-Cap ETF made up 0.05% of 180 Wealth Advisors's portfolio in Q2 2026, its #298 holding.
180 Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2019 and has held it in 30 quarters since.
180 Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $509K in Q3 2024.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.