AWM
VO icon

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

Axxcess 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 		$87.1M Buy
+1,080,918
New +$83.8M 1.39% 9
2026
Q1 		– Sell
-1,052,168
Closed -$76.3M – 983
2025
Q4 		$76.3M Buy
1,052,168
+37,092
+4% +$2.7M 1.32% 10
2025
Q3 		$74.5M Buy
1,015,076
+14,404
+1% +$1.03M 1.58% 9
2025
Q2 		$70M Buy
1,000,672
+656
+0.1% +$43.1K 1.64% 9
2025
Q1 		$64.7M Sell
1,000,016
-13,812
-1% -$927K 1.72% 7
2024
Q4 		$66.9M Buy
1,013,828
+1,108
+0.1% +$75.2K 1.61% 9
2024
Q3 		$66.8M Buy
1,012,720
+13,804
+1% +$867K 1.64% 8
2024
Q2 		$60.5M Buy
998,916
+25,836
+3% +$1.57M 1.6% 8
2024
Q1 		$60.8M Buy
973,080
+14,048
+1% +$830K 1.66% 9
2023
Q4 		$55.8M Buy
959,032
+25,516
+3% +$1.36M 1.62% 10
2023
Q3 		$48.6M Buy
933,516
+880,716
+1,668% +$48.3M 1.66% 9
2023
Q2 		$2.91M Sell
52,800
-6,644
-11% -$348K 0.21% 99
2023
Q1 		$3.13M Sell
59,444
-2,908
-5% -$155K 0.24% 91
2022
Q4 		$3.18M Buy
62,352
+17,824
+40% +$908K 0.26% 85
2022
Q3 		$2.09M Sell
44,528
-3,696
-8% -$193K 0.2% 99
2022
Q2 		$2.38M Buy
48,224
+9,588
+25% +$518K 0.22% 96
2022
Q1 		$2.3M Buy
38,636
+4,808
+14% +$282K 0.18% 113
2021
Q4 		$2.15M Buy
+33,828
New +$2.12M 0.16% 114

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 1,080,918 shares worth $87.1M. The stake represents 1.39% of the portfolio and ranks #9 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in VO as recently as Q4 2025.

Axxcess Wealth Management first reported a position in VO in Q4 2021 and has held it in 18 quarters since. 1,254 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Axxcess Wealth Management held 1,080,918 shares of Vanguard Morningstar Mid-Cap ETF worth $87.1M as of Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 1.39% of Axxcess Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Axxcess Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,254 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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