Beam Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Beam Wealth Advisors’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	$10.9M	Sell	135,400 -5,640	-4%	-$437K	2.41%	7
2026 Q1	$10.1M	Buy	141,040 +8,720	+7%	+$648K	2.52%	7
2025 Q4	$9.6M	Buy	132,320 +3,768	+3%	+$274K	2.64%	7
2025 Q3	$9.44M	Buy	128,552 +14,652	+13%	+$1.05M	2.57%	6
2025 Q2	$7.97M	Buy	113,900 +4,168	+4%	+$274K	2.37%	7
2025 Q1	$7.09M	Buy	109,732 +1,280	+1%	+$85.9K	2.39%	7
2024 Q4	$7.16M	Buy	108,452 +3,180	+3%	+$216K	2.27%	9
2024 Q3	$6.94M	Buy	105,272 +17,624	+20%	+$1.11M	2.1%	9
2024 Q2	$5.3M	Buy	+87,648	New	+$5.33M	1.77%	12
2022 Q2	–	Sell	-3,580	Closed	-$213K	–	105
2022 Q1	$213K	Buy	3,580 +204	+6%	+$12K	0.24%	83
2021 Q4	$215K	Buy	+3,376	New	+$212K	0.25%	84

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

Beam Wealth Advisors's VO Position: Q2 2026 in Review

Beam Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4% in Q2 2026, selling an estimated $437K and leaving 135,400 shares worth $10.9M. The position accounts for 2.41% of the portfolio, ranked #7.

Beam Wealth Advisors first reported a position in VO in Q4 2021 and has held it in 11 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Beam Wealth Advisors held 135,400 shares of Vanguard Morningstar Mid-Cap ETF worth $10.9M as of Q2 2026.
Beam Wealth Advisors sold 5,640 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $437K.
Vanguard Morningstar Mid-Cap ETF made up 2.41% of Beam Wealth Advisors's portfolio in Q2 2026, its #7 holding.
Beam Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 11 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.