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

Austin 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
Q1 		– Sell
-4,892
Closed -$363K – 159
2025
Q4 		$363K Sell
4,892
-2,028
-29% -$148K 0.05% 116
2025
Q3 		$504K Buy
+6,920
New +$497K 0.08% 98

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Jones Financial Companies
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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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Austin Wealth Management's VO Position: Q1 2026 in Review

Austin Wealth Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 4,892 shares — an estimated $363K sold.

Austin Wealth Management first reported a position in VO in Q3 2025 and held it in 2 quarters. The position peaked at $504K in Q3 2025. 2,394 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Austin Wealth Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Austin Wealth Management sold 4,892 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $363K.
  • Austin Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2025 and held it in 2 quarters.
  • Austin Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $504K in Q3 2025.
  • 2,394 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Austin Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.