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

Aberdeen 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	$812K	Sell	10,079 -381	-4%	-$29.5K	0.39%	44
2026 Q1	$751K	Buy	10,460 +1,132	+12%	+$84.1K	0.34%	61
2025 Q4	$677K	Buy	9,328 +3,448	+59%	+$251K	0.31%	70
2025 Q3	$432K	Buy	5,880 +60	+1%	+$4.31K	0.27%	96
2025 Q2	$407K	Buy	5,820 +400	+7%	+$26.3K	0.27%	97
2025 Q1	$350K	Buy	5,420 +4,900	+942%	+$329K	0.24%	105
2024 Q4	$34.3K	Sell	520 -192	-27%	-$13K	0.02%	151
2024 Q3	$47K	Hold	712	–	–	0.03%	151
2024 Q2	$43.1K	Buy	712 +36	+5%	+$2.19K	0.03%	153
2024 Q1	$42.2K	Buy	+676	New	+$40K	0.02%	157
2023 Q2	–	Sell	-532	Closed	-$28.1K	–	167
2023 Q1	$28.1K	Hold	532	–	–	0.02%	152
2022 Q4	$27.1K	Hold	532	–	–	0.02%	153
2022 Q3	$25K	Buy	532 +192	+56%	+$10K	0.02%	147
2022 Q2	$17K	Hold	340	–	–	0.01%	153
2022 Q1	$20K	Buy	+340	New	+$19.9K	0.01%	157
2021 Q1	–	Sell	-300	Closed	-$16K	–	157
2020 Q4	$16K	Buy	+300	New	+$14.5K	0.01%	146
2020 Q1	–	Sell	-300	Closed	-$13K	–	147
2019 Q4	$13K	Buy	+300	New	+$12.9K	0.01%	147

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

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

Aberdeen Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.6% in Q2 2026, selling an estimated $29.5K and leaving 10,079 shares worth $812K. The position accounts for 0.39% of the portfolio, ranked #44.

Aberdeen Wealth Management first reported a position in VO in Q4 2019 and has held it in 17 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Aberdeen Wealth Management held 10,079 shares of Vanguard Morningstar Mid-Cap ETF worth $812K as of Q2 2026.
Aberdeen Wealth Management sold 381 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $29.5K.
Vanguard Morningstar Mid-Cap ETF made up 0.39% of Aberdeen Wealth Management's portfolio in Q2 2026, its #44 holding.
Aberdeen Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 17 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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