Axis Wealth Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Axis Wealth Partners’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	$269K	Buy	3,338 +66	+2%	+$5.12K	0.13%	148
2026 Q1	$235K	Sell	3,272 -568	-15%	-$42.2K	0.12%	158
2025 Q4	$279K	Buy	3,840 +284	+8%	+$20.7K	0.15%	139
2025 Q3	$261K	Sell	3,556 -36	-1%	-$2.58K	0.15%	139
2025 Q2	$251K	Sell	3,592 -524	-13%	-$34.4K	0.17%	126
2025 Q1	$266K	Sell	4,116 -156	-4%	-$10.5K	0.2%	123
2024 Q4	$282K	Buy	+4,272	New	+$290K	0.24%	109

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

Axis Wealth Partners's VO Position: Q2 2026 in Review

Axis Wealth Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2% in Q2 2026, buying an estimated $5.12K and bringing the position to 3,338 shares worth $269K. The position accounts for 0.13% of the portfolio, ranked #148.

Axis Wealth Partners first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $282K in Q4 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Axis Wealth Partners held 3,338 shares of Vanguard Morningstar Mid-Cap ETF worth $269K as of Q2 2026.
Axis Wealth Partners bought 66 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $5.12K.
Vanguard Morningstar Mid-Cap ETF made up 0.13% of Axis Wealth Partners's portfolio in Q2 2026, its #148 holding.
Axis Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Axis Wealth Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $282K in Q4 2024.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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