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

Baker Tilly 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 		$3.94M Buy
48,883
+2,335
+5% +$181K 0.84% 26
2026
Q1 		$3.34M Buy
46,548
+420
+0.9% +$31.2K 0.81% 28
2025
Q4 		$3.35M Buy
46,128
+9,784
+27% +$712K 0.82% 29
2025
Q3 		$2.67M Buy
36,344
+4,988
+16% +$358K 0.6% 36
2025
Q2 		$2.19M Buy
31,356
+6,936
+28% +$455K 0.78% 25
2025
Q1 		$1.58M Buy
24,420
+2,768
+13% +$186K 0.62% 27
2024
Q4 		$1.43M Buy
21,652
+5,188
+32% +$352K 0.56% 36
2024
Q3 		$1.09M Buy
16,464
+360
+2% +$22.6K 0.48% 47
2024
Q2 		$975K Sell
16,104
-12
-0.1% -$729 0.4% 51
2024
Q1 		$1.01M Sell
16,116
-2,024
-11% -$120K 0.18% 123
2023
Q4 		$1.05M Buy
18,140
+880
+5% +$47K 0.17% 130
2023
Q3 		$899K Buy
17,260
+32
+0.2% +$1.75K 0.15% 145
2023
Q2 		$948K Buy
17,228
+1,680
+11% +$88.1K 0.1% 207
2023
Q1 		$820K Buy
15,548
+9,236
+146% +$491K 0.09% 234
2022
Q4 		$322K Buy
6,312
+1,616
+34% +$82.3K 0.04% 422
2022
Q3 		$221K Buy
4,696
+180
+4% +$9.41K 0.03% 457
2022
Q2 		$222K Sell
4,516
-3,948
-47% -$213K 0.03% 458
2022
Q1 		$503K Buy
8,464
+2,540
+43% +$149K 0.06% 343
2021
Q4 		$377K Buy
5,924
+352
+6% +$22.1K 0.04% 401
2021
Q3 		$330K Buy
+5,572
New +$337K 0.04% 401
2021
Q1 		– Sell
-4,988
Closed -$258K – 478
2020
Q4 		$258K Buy
+4,988
New +$242K 0.08% 271

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Baker Tilly Wealth Management's VO Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5% in Q2 2026, buying an estimated $181K and bringing the position to 48,883 shares worth $3.94M. The position accounts for 0.84% of the portfolio, ranked #26.

Baker Tilly Wealth Management first reported a position in VO in Q4 2020 and has held it in 21 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Baker Tilly Wealth Management held 48,883 shares of Vanguard Morningstar Mid-Cap ETF worth $3.94M as of Q2 2026.
  • Baker Tilly Wealth Management bought 2,335 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $181K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.84% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Baker Tilly Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.