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

Angeles 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	$904K	Buy	11,216 +1,556	+16%	+$121K	0.04%	174
2026 Q1	$694K	Buy	9,660 +588	+6%	+$43.7K	0.04%	179
2025 Q4	$658K	Sell	9,072 -460	-5%	-$33.5K	0.04%	174
2025 Q3	$700K	Sell	9,532 -268	-3%	-$19.2K	0.04%	154
2025 Q2	$685K	Buy	9,800 +9,148	+1,403%	+$600K	0.05%	145
2025 Q1	$42.2K	Hold	652	–	–	﹤0.01%	337
2024 Q4	$43.1K	Hold	652	–	–	﹤0.01%	342
2024 Q3	$43K	Hold	652	–	–	﹤0.01%	300
2024 Q2	$39.5K	Hold	652	–	–	﹤0.01%	263
2024 Q1	$40.7K	Hold	652	–	–	﹤0.01%	254
2023 Q4	$37.9K	Buy	652 +468	+254%	+$25K	﹤0.01%	229
2023 Q3	$9.58K	Buy	+184	New	+$10.1K	﹤0.01%	219

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

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

Angeles Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 16% in Q2 2026, buying an estimated $121K and bringing the position to 11,216 shares worth $904K. The position accounts for 0.04% of the portfolio, ranked #174.

Angeles Wealth Management first reported a position in VO in Q3 2023 and has held it in 12 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Angeles Wealth Management held 11,216 shares of Vanguard Morningstar Mid-Cap ETF worth $904K as of Q2 2026.
Angeles Wealth Management bought 1,556 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $121K.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of Angeles Wealth Management's portfolio in Q2 2026, its #174 holding.
Angeles Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.