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

Beacon Bridge 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	$3.09M	Sell	38,351 -1,377	-3%	-$107K	0.88%	36
2026 Q1	$2.85M	Sell	39,728 -2,844	-7%	-$211K	0.95%	31
2025 Q4	$3.09M	Sell	42,572 -5,712	-12%	-$416K	1.03%	31
2025 Q3	$3.55M	Sell	48,284 -2,764	-5%	-$198K	1.26%	24
2025 Q2	$3.57M	Sell	51,048 -2,336	-4%	-$153K	1.42%	21
2025 Q1	$3.45M	Sell	53,384 -2,028	-4%	-$136K	1.47%	19
2024 Q4	$3.66M	Sell	55,412 -1,260	-2%	-$85.5K	1.55%	19
2024 Q3	$3.74M	Sell	56,672 -6,444	-10%	-$405K	1.61%	20
2024 Q2	$3.82M	Sell	63,116 -1,128	-2%	-$68.5K	1.75%	17
2024 Q1	$4.01M	Sell	64,244 -7,404	-10%	-$438K	1.9%	16
2023 Q4	$4.17M	Sell	71,648 -5,148	-7%	-$275K	2.08%	14
2023 Q3	$4M	Buy	76,796 +832	+1%	+$45.6K	2.11%	16
2023 Q2	$4.18M	Buy	75,964 +3,400	+5%	+$178K	2.14%	11
2023 Q1	$3.83M	Buy	72,564 +1,976	+3%	+$105K	2.3%	14
2022 Q4	$3.6M	Buy	+70,588	New	+$3.6M	2.61%	11

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

Beacon Bridge Wealth Partners's VO Position: Q2 2026 in Review

Beacon Bridge Wealth Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.5% in Q2 2026, selling an estimated $107K and leaving 38,351 shares worth $3.09M. The position accounts for 0.88% of the portfolio, ranked #36.

Beacon Bridge Wealth Partners first reported a position in VO in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.18M in Q2 2023. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Beacon Bridge Wealth Partners held 38,351 shares of Vanguard Morningstar Mid-Cap ETF worth $3.09M as of Q2 2026.
Beacon Bridge Wealth Partners sold 1,377 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $107K.
Vanguard Morningstar Mid-Cap ETF made up 0.88% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #36 holding.
Beacon Bridge Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Beacon Bridge Wealth Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $4.18M in Q2 2023.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.