Balanced Wealth Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Balanced Wealth Group’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	$282K	Sell	3,500 -172	-5%	-$13.3K	0.09%	67
2026 Q1	$264K	Buy	3,672 +28	+0.8%	+$2.08K	0.09%	67
2025 Q4	$267K	Buy	3,644 +208	+6%	+$15.1K	0.1%	68
2025 Q3	$242K	Sell	3,436 -192	-5%	-$13.8K	0.11%	67
2025 Q2	$260K	Sell	3,628 -2,028	-36%	-$133K	0.11%	66
2025 Q1	$366K	Sell	5,656 -652	-10%	-$43.8K	0.18%	51
2024 Q4	$435K	Sell	6,308 -884	-12%	-$60K	0.2%	47
2024 Q3	$474K	Sell	7,192 -2,284	-24%	-$143K	0.21%	47
2024 Q2	$569K	Sell	9,476 -2,976	-24%	-$181K	0.26%	41
2024 Q1	$764K	Sell	12,452 -11,008	-47%	-$651K	0.34%	33
2023 Q4	$1.36M	Buy	+23,460	New	+$1.25M	0.71%	25

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

Balanced Wealth Group's VO Position: Q2 2026 in Review

Balanced Wealth Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.7% in Q2 2026, selling an estimated $13.3K and leaving 3,500 shares worth $282K. The position accounts for 0.09% of the portfolio, ranked #67.

Balanced Wealth Group first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.36M in Q4 2023. 2,482 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Balanced Wealth Group held 3,500 shares of Vanguard Morningstar Mid-Cap ETF worth $282K as of Q2 2026.
Balanced Wealth Group sold 172 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $13.3K.
Vanguard Morningstar Mid-Cap ETF made up 0.09% of Balanced Wealth Group's portfolio in Q2 2026, its #67 holding.
Balanced Wealth Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Balanced Wealth Group's Vanguard Morningstar Mid-Cap ETF position peaked at $1.36M in Q4 2023.
2,482 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.