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

Abound 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 		$541K Buy
6,719
+1,059
+19% +$82.1K 0.11% 51
2026
Q1 		$406K Buy
5,660
+28
+0.5% +$2.08K 0.09% 57
2025
Q4 		$409K Buy
5,632
+480
+9% +$34.9K 0.1% 55
2025
Q3 		$378K Buy
5,152
+3,912
+315% +$281K 0.09% 52
2025
Q2 		$86.8K Sell
1,240
-8
-0.6% -$525 0.02% 142
2025
Q1 		$80.7K Sell
1,248
-336
-21% -$22.5K 0.03% 136
2024
Q4 		$105K Buy
1,584
+292
+23% +$19.8K 0.03% 103
2024
Q3 		$85.3K Buy
1,292
+824
+176% +$51.7K 0.03% 117
2024
Q2 		$28.3K Buy
468
+12
+3% +$729 0.01% 213
2024
Q1 		$28.5K Sell
456
-112
-20% -$6.62K 0.01% 198
2023
Q4 		$33K Buy
568
+116
+26% +$6.2K 0.01% 188
2023
Q3 		$23.5K Sell
452
-200
-31% -$11K 0.01% 199
2023
Q2 		$35.9K Buy
652
+136
+26% +$7.13K 0.02% 163
2023
Q1 		$27.2K Sell
516
-328
-39% -$17.4K 0.01% 175
2022
Q4 		$43K Sell
844
-1,008
-54% -$51.3K 0.02% 126
2022
Q3 		$87.1K Buy
1,852
+1,364
+280% +$71.3K 0.05% 68
2022
Q2 		$24K Hold
488
– – 0.01% 76
2022
Q1 		$29K Sell
488
-732
-60% -$42.9K 0.02% 72
2021
Q4 		$77.7K Buy
+1,220
New +$76.5K 0.06% 56

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

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

Abound Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 19% in Q2 2026, buying an estimated $82.1K and bringing the position to 6,719 shares worth $541K. The position accounts for 0.11% of the portfolio, ranked #51.

Abound Wealth Management first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Abound Wealth Management held 6,719 shares of Vanguard Morningstar Mid-Cap ETF worth $541K as of Q2 2026.
  • Abound Wealth Management bought 1,059 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $82.1K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.11% of Abound Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Abound Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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