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

BCGM 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	$3.7M	Sell	45,911 -4,757	-9%	-$369K	0.78%	41
2026 Q1	$3.64M	Sell	50,668 -1,800	-3%	-$134K	0.91%	40
2025 Q4	$3.81M	Sell	52,468 -1,048	-2%	-$76.2K	0.97%	32
2025 Q3	$3.93M	Sell	53,516 -524	-1%	-$37.6K	1.02%	31
2025 Q2	$3.78M	Sell	54,040 -3,856	-7%	-$253K	1.07%	33
2025 Q1	$3.74M	Sell	57,896 -3,472	-6%	-$233K	1.15%	25
2024 Q4	$4.05M	Sell	61,368 -240	-0.4%	-$16.3K	1.29%	21
2024 Q3	$4.06M	Sell	61,608 -1,056	-2%	-$66.3K	1.32%	19
2024 Q2	$3.79M	Sell	62,664 -2,168	-3%	-$132K	1.31%	20
2024 Q1	$4.05M	Sell	64,832 -104	-0.2%	-$6.15K	1.45%	15
2023 Q4	$3.78M	Sell	64,936 -1,996	-3%	-$107K	1.54%	16
2023 Q3	$3.48M	Sell	66,932 -76,564	-53%	-$4.2M	1.6%	15
2023 Q2	$7.9M	Buy	143,496 +14,444	+11%	+$757K	3.48%	6
2023 Q1	$6.8M	Sell	129,052 -16,124	-11%	-$858K	3.43%	6
2022 Q4	$7.4M	Buy	145,176 +1,276	+0.9%	+$65K	3.6%	5
2022 Q3	$7.16M	Buy	143,900 +820	+0.6%	+$42.9K	3.58%	5
2022 Q2	$7.72M	Buy	143,080 +67,004	+88%	+$3.62M	3.91%	6
2022 Q1	$4.16M	Sell	76,076 -6,516	-8%	-$382K	2.26%	11
2021 Q4	$5.26M	Buy	82,592 +1,136	+1%	+$71.2K	2.83%	10
2021 Q3	$5.14M	Sell	81,456 -3,488	-4%	-$211K	2.86%	12
2021 Q2	$5.11M	Sell	84,944 -31,532	-27%	-$1.83M	3.03%	11
2021 Q1	$6.62M	Buy	116,476 +5,888	+5%	+$320K	4.53%	5
2020 Q4	$6.18M	Buy	+110,588	New	+$5.35M	4.38%	6

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

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

BCGM Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 9.4% in Q2 2026, selling an estimated $369K and leaving 45,911 shares worth $3.7M. The position accounts for 0.78% of the portfolio, ranked #41.

BCGM Wealth Management first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.9M in Q2 2023. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

BCGM Wealth Management held 45,911 shares of Vanguard Morningstar Mid-Cap ETF worth $3.7M as of Q2 2026.
BCGM Wealth Management sold 4,757 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $369K.
Vanguard Morningstar Mid-Cap ETF made up 0.78% of BCGM Wealth Management's portfolio in Q2 2026, its #41 holding.
BCGM Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
BCGM Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $7.9M in Q2 2023.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.