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

BankPlus 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	$2.52M	Buy	31,318 +4,806	+18%	+$373K	1.14%	17
2026 Q1	$1.91M	Buy	26,512 +5,044	+23%	+$375K	0.98%	19
2025 Q4	$1.56M	Buy	21,468 +2,188	+11%	+$159K	0.86%	21
2025 Q3	$1.42M	Buy	19,280 +5,472	+40%	+$393K	0.83%	21
2025 Q2	$966K	Buy	13,808 +3,188	+30%	+$209K	0.64%	26
2025 Q1	$687K	Buy	10,620 +6,232	+142%	+$418K	0.5%	37
2024 Q4	$289K	Buy	+4,388	New	+$298K	0.22%	87

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

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 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

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

BankPlus Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 18% in Q2 2026, buying an estimated $373K and bringing the position to 31,318 shares worth $2.52M. The position accounts for 1.14% of the portfolio, ranked #17.

BankPlus Wealth Management first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

BankPlus Wealth Management held 31,318 shares of Vanguard Morningstar Mid-Cap ETF worth $2.52M as of Q2 2026.
BankPlus Wealth Management bought 4,806 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $373K.
Vanguard Morningstar Mid-Cap ETF made up 1.14% of BankPlus Wealth Management's portfolio in Q2 2026, its #17 holding.
BankPlus Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.