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

Argonautica Private 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	$2.57M	Buy	31,894 +478	+2%	+$37.1K	0.63%	47
2026 Q1	$2.26M	Buy	31,416 +2,044	+7%	+$152K	0.68%	49
2025 Q4	$2.13M	Sell	29,372 -1,196	-4%	-$87K	0.63%	48
2025 Q3	$2.24M	Buy	30,568 +136	+0.4%	+$9.77K	0.66%	46
2025 Q2	$2.13M	Sell	30,432 -520	-2%	-$34.1K	0.67%	46
2025 Q1	$2M	Sell	30,952 -136	-0.4%	-$9.13K	0.69%	48
2024 Q4	$2.05M	Sell	31,088 -1,272	-4%	-$86.4K	0.66%	47
2024 Q3	$2.13M	Buy	32,360 +836	+3%	+$52.5K	0.71%	44
2024 Q2	$1.91M	Sell	31,524 -24	-0.1%	-$1.46K	0.65%	48
2024 Q1	$1.97M	Buy	31,548 +1,316	+4%	+$77.8K	0.71%	46
2023 Q4	$1.76M	Sell	30,232 -1,172	-4%	-$62.6K	0.72%	44
2023 Q3	$1.63M	Sell	31,404 -180	-0.6%	-$9.87K	0.73%	42
2023 Q2	$1.74M	Buy	31,584 +184	+0.6%	+$9.65K	0.78%	39
2023 Q1	$1.66M	Buy	31,400 +1,452	+5%	+$77.2K	0.83%	40
2022 Q4	$1.53M	Buy	+29,948	New	+$1.53M	0.78%	40

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 22.9% 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

Argonautica Private Wealth Management's VO Position: Q2 2026 in Review

Argonautica Private Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.5% in Q2 2026, buying an estimated $37.1K and bringing the position to 31,894 shares worth $2.57M. The position accounts for 0.63% of the portfolio, ranked #47.

Argonautica Private Wealth Management first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Argonautica Private Wealth Management held 31,894 shares of Vanguard Morningstar Mid-Cap ETF worth $2.57M as of Q2 2026.
Argonautica Private Wealth Management bought 478 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $37.1K.
Vanguard Morningstar Mid-Cap ETF made up 0.63% of Argonautica Private Wealth Management's portfolio in Q2 2026, its #47 holding.
Argonautica Private Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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