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

49 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	$3.41M	Buy	+42,308	New	+$3.28M	0.65%	39
2024 Q4	–	Sell	-10,088	Closed	-$665K	–	192
2024 Q3	$665K	Buy	10,088 +652	+7%	+$40.9K	0.11%	71
2024 Q2	$567K	Sell	9,436 -220	-2%	-$13.4K	0.11%	80
2024 Q1	$599K	Hold	9,656	–	–	0.13%	50
2023 Q4	$562K	Buy	+9,656	New	+$516K	0.14%	49

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

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

49 Wealth Management opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 42,308 shares worth $3.41M. The stake represents 0.65% of the portfolio and ranks #39 among its holdings. This is a return to the name: 49 Wealth Management previously reported a position in VO as recently as Q3 2024.

49 Wealth Management first reported a position in VO in Q4 2023 and has held it in 5 quarters since. 2,483 funds tracked by Wall St. Rank hold VO as of Q2 2026.

49 Wealth Management held 42,308 shares of Vanguard Morningstar Mid-Cap ETF worth $3.41M as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new 49 Wealth Management position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.65% of 49 Wealth Management's portfolio in Q2 2026, its #39 holding.
49 Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 5 quarters since.
2,483 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.