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

Balboa 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	$463K	Buy	5,745 +121	+2%	+$9.38K	0.06%	254
2026 Q1	$404K	Buy	5,624 +1,440	+34%	+$107K	0.07%	242
2025 Q4	$303K	Buy	4,184 +440	+12%	+$32K	0.05%	289
2025 Q3	$275K	Sell	3,744 -128	-3%	-$9.19K	0.05%	291
2025 Q2	$271K	Buy	+3,872	New	+$254K	0.05%	268
2023 Q4	–	Sell	-4,580	Closed	-$238K	–	322
2023 Q3	$238K	Buy	+4,580	New	+$251K	0.09%	188

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

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

Balboa Wealth Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.2% in Q2 2026, buying an estimated $9.38K and bringing the position to 5,745 shares worth $463K. The position accounts for 0.06% of the portfolio, ranked #254.

Balboa Wealth Partners first reported a position in VO in Q3 2023 and has held it in 6 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Balboa Wealth Partners held 5,745 shares of Vanguard Morningstar Mid-Cap ETF worth $463K as of Q2 2026.
Balboa Wealth Partners bought 121 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $9.38K.
Vanguard Morningstar Mid-Cap ETF made up 0.06% of Balboa Wealth Partners's portfolio in Q2 2026, its #254 holding.
Balboa Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2023 and has held it in 6 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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