Adamsbrown Wealth Consultants’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Adamsbrown Wealth Consultants’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	$987K	Buy	12,249 +33	+0.3%	+$2.56K	0.19%	53
2026 Q1	$877K	Buy	12,216 +76	+0.6%	+$5.65K	0.23%	46
2025 Q4	$881K	Sell	12,140 -48	-0.4%	-$3.49K	0.25%	42
2025 Q3	$895K	Buy	12,188 +368	+3%	+$26.4K	0.25%	39
2025 Q2	$827K	Buy	11,820 +840	+8%	+$55.1K	0.24%	38
2025 Q1	$710K	Buy	10,980 +256	+2%	+$17.2K	0.22%	39
2024 Q4	$708K	Buy	10,724 +4	+0%	+$272	0.24%	38
2024 Q3	$707K	Buy	10,720 +408	+4%	+$25.6K	0.25%	36
2024 Q2	$624K	Buy	10,312 +132	+1%	+$8.02K	0.24%	36
2024 Q1	$636K	Hold	10,180	–	–	0.26%	35
2023 Q4	$592K	Buy	10,180 +4	+0%	+$214	0.26%	34
2023 Q3	$530K	Hold	10,176	–	–	0.26%	35
2023 Q2	$560K	Hold	10,176	–	–	0.3%	35
2023 Q1	$537K	Sell	10,176 -104	-1%	-$5.53K	0.31%	35
2022 Q4	$524K	Sell	10,280 -176	-2%	-$8.96K	0.32%	40
2022 Q3	$491K	Buy	10,456 +316	+3%	+$16.5K	0.37%	41
2022 Q2	$499K	Sell	10,140 -96	-0.9%	-$5.19K	0.39%	40
2022 Q1	$609K	Buy	10,236 +572	+6%	+$33.6K	0.48%	39
2021 Q4	$616K	Buy	+9,664	New	+$606K	0.56%	35

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

Adamsbrown Wealth Consultants's VO Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.27% in Q2 2026, buying an estimated $2.56K and bringing the position to 12,249 shares worth $987K. The position accounts for 0.19% of the portfolio, ranked #53.

Adamsbrown Wealth Consultants first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Adamsbrown Wealth Consultants held 12,249 shares of Vanguard Morningstar Mid-Cap ETF worth $987K as of Q2 2026.
Adamsbrown Wealth Consultants bought 33 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.56K.
Vanguard Morningstar Mid-Cap ETF made up 0.19% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #53 holding.
Adamsbrown Wealth Consultants first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.