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1900 Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

1900 Wealth Management’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 		$10.1M Buy
125,462
+1,366
+1% +$106K 0.56% 25
2026
Q1 		$8.91M Buy
124,096
+8,468
+7% +$629K 0.57% 24
2025
Q4 		$8.39M Sell
115,628
-784
-0.7% -$57K 0.54% 27
2025
Q3 		$8.55M Buy
116,412
+1,212
+1% +$87K 0.58% 24
2025
Q2 		$8.06M Sell
115,200
-376
-0.3% -$24.7K 0.61% 26
2025
Q1 		$7.47M Buy
115,576
+152
+0.1% +$10.2K 0.62% 27
2024
Q4 		$7.62M Sell
115,424
-3,100
-3% -$210K 0.64% 27
2024
Q3 		$7.82M Buy
118,524
+724
+0.6% +$45.5K 0.67% 27
2024
Q2 		$7.13M Sell
117,800
-352
-0.3% -$21.4K 0.67% 29
2024
Q1 		$7.38M Buy
118,152
+576
+0.5% +$34K 0.67% 32
2023
Q4 		$6.84M Sell
117,576
-13,224
-10% -$707K 0.63% 37
2023
Q3 		$6.81M Buy
130,800
+268
+0.2% +$14.7K 0.68% 35
2023
Q2 		$7.18M Buy
130,532
+6,388
+5% +$335K 0.74% 34
2023
Q1 		$6.33M Sell
124,144
-524
-0.4% -$27.9K 0.68% 38
2022
Q4 		$6.35M Buy
124,668
+2,700
+2% +$138K 0.69% 37
2022
Q3 		$5.73M Buy
121,968
+3,972
+3% +$208K 0.67% 38
2022
Q2 		$5.81M Buy
117,996
+964
+0.8% +$52.1K 0.63% 38
2022
Q1 		$6.96M Buy
117,032
+16,776
+17% +$984K 0.66% 34
2021
Q4 		$6.38M Buy
100,256
+1,244
+1% +$78K 0.58% 46
2021
Q3 		$5.86M Sell
99,012
-2,392
-2% -$145K 0.57% 44
2021
Q2 		$6.02M Sell
101,404
-4,592
-4% -$266K 0.58% 42
2021
Q1 		$5.87M Buy
105,996
+712
+0.7% +$38.6K 0.44% 37
2020
Q4 		$5.44M Buy
+105,284
New +$5.1M 0.64% 39

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

1900 Wealth Management's VO Position: Q2 2026 in Review

1900 Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.1% in Q2 2026, buying an estimated $106K and bringing the position to 125,462 shares worth $10.1M. The position accounts for 0.56% of the portfolio, ranked #25.

1900 Wealth Management first reported a position in VO in Q4 2020 and has held it in 23 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • 1900 Wealth Management held 125,462 shares of Vanguard Morningstar Mid-Cap ETF worth $10.1M as of Q2 2026.
  • 1900 Wealth Management bought 1,366 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $106K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.56% of 1900 Wealth Management's portfolio in Q2 2026, its #25 holding.
  • 1900 Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.