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

Aprio 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	$3.11M	Sell	38,605 -8,647	-18%	-$670K	0.15%	111
2026 Q1	$3.39M	Buy	47,252 +42,700	+938%	+$3.17M	0.19%	91
2025 Q4	$3.45M	Buy	+4,552	New	+$331K	0.2%	88
2023 Q1	–	Sell	-3,992	Closed	-$203K	–	144
2022 Q4	$203K	Sell	3,992 -1,056	-21%	-$53.8K	0.07%	119
2022 Q3	$237K	Buy	+5,048	New	+$264K	0.1%	91
2021 Q3	–	Sell	-3,724	Closed	-$221K	–	78
2021 Q2	$221K	Buy	+3,724	New	+$216K	0.1%	60

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

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

Aprio Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 18% in Q2 2026, selling an estimated $670K and leaving 38,605 shares worth $3.11M. The position accounts for 0.15% of the portfolio, ranked #111.

Aprio Wealth Management first reported a position in VO in Q2 2021 and has held it in 6 quarters since. The position peaked at $3.45M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Aprio Wealth Management held 38,605 shares of Vanguard Morningstar Mid-Cap ETF worth $3.11M as of Q2 2026.
Aprio Wealth Management sold 8,647 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $670K.
Vanguard Morningstar Mid-Cap ETF made up 0.15% of Aprio Wealth Management's portfolio in Q2 2026, its #111 holding.
Aprio Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 6 quarters since.
Aprio Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $3.45M in Q4 2025.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.