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Beirne Wealth Consulting Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Beirne Wealth Consulting Services’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 		$13.7M Buy
169,648
+536
+0.3% +$41.6K 2.72% 13
2026
Q1 		$12.1M Buy
169,112
+27,416
+19% +$2.04M 3.43% 10
2025
Q4 		$10.3M Sell
141,696
-3,948
-3% -$287K 2.98% 8
2025
Q3 		$10.7M Buy
145,644
+2,672
+2% +$192K 2.58% 8
2025
Q2 		$10M Buy
142,972
+30,000
+27% +$1.97M 3.26% 8
2025
Q1 		$7.3M Buy
112,972
+508
+0.5% +$34.1K 2.6% 8
2024
Q4 		$7.43M Buy
112,464
+456
+0.4% +$31K 2.68% 8
2024
Q3 		$7.39M Buy
112,008
+23,764
+27% +$1.49M 2.59% 9
2024
Q2 		$5.36M Hold
88,244
– – 2.16% 10
2024
Q1 		$5.51M Buy
88,244
+75,372
+586% +$4.45M 2.34% 9
2023
Q4 		$749K Buy
+12,872
New +$688K 0.37% 56
2023
Q2 		– Sell
-12,836
Closed -$677K – 104
2023
Q1 		$677K Buy
+12,836
New +$683K 0.48% 43
2022
Q4 		– Sell
-57,856
Closed -$2.72M – 118
2022
Q3 		$2.72M Buy
57,856
+45,188
+357% +$2.36M 1.03% 17
2022
Q2 		$624K Buy
12,668
+3,704
+41% +$200K 0.41% 44
2022
Q1 		$533K Buy
+8,964
New +$526K 0.3% 56
2020
Q1 		– Sell
-8,292
Closed -$369K – 95
2019
Q4 		$369K Sell
8,292
-1,076
-11% -$46.2K 0.33% 57
2019
Q3 		$393K Sell
9,368
-112
-1% -$4.68K 0.33% 76
2019
Q2 		$397K Buy
9,480
+1,812
+24% +$74.1K 0.36% 79
2019
Q1 		$309K Sell
7,668
-1,172
-13% -$45.1K 0.24% 131
2018
Q4 		$305K Buy
+8,840
New +$332K 0.26% 123

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Beirne Wealth Consulting Services's VO Position: Q2 2026 in Review

Beirne Wealth Consulting Services increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.32% in Q2 2026, buying an estimated $41.6K and bringing the position to 169,648 shares worth $13.7M. The position accounts for 2.72% of the portfolio, ranked #13.

Beirne Wealth Consulting Services first reported a position in VO in Q4 2018 and has held it in 20 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Beirne Wealth Consulting Services held 169,648 shares of Vanguard Morningstar Mid-Cap ETF worth $13.7M as of Q2 2026.
  • Beirne Wealth Consulting Services bought 536 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $41.6K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.72% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #13 holding.
  • Beirne Wealth Consulting Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 20 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.