Bensler’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Bensler’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	$470K	Sell	5,829 -1,583	-21%	-$123K	0.04%	134
2026 Q1	$532K	Buy	7,412 +3,360	+83%	+$250K	0.05%	120
2025 Q4	$294K	Hold	4,052	–	–	0.03%	148
2025 Q3	$297K	Sell	4,052 -44	-1%	-$3.16K	0.03%	139
2025 Q2	$286K	Hold	4,096	–	–	0.03%	142
2025 Q1	$265K	Buy	4,096 +260	+7%	+$17.4K	0.03%	135
2024 Q4	$253K	Hold	3,836	–	–	0.03%	146
2024 Q3	$253K	Sell	3,836 -296	-7%	-$18.6K	0.03%	147
2024 Q2	$250K	Sell	4,132 -576	-12%	-$35K	0.03%	138
2024 Q1	$294K	Sell	4,708 -2,976	-39%	-$176K	0.04%	128
2023 Q4	$447K	Buy	7,684 +8	+0.1%	+$427	0.07%	109
2023 Q3	$400K	Sell	7,676 -532	-6%	-$29.2K	0.08%	110
2023 Q2	$452K	Buy	8,208 +8	+0.1%	+$419	0.09%	110
2023 Q1	$432K	Sell	8,200 -1,340	-14%	-$71.3K	0.09%	110
2022 Q4	$486K	Sell	9,540 -324	-3%	-$16.5K	0.11%	106
2022 Q3	$464K	Buy	9,864 +556	+6%	+$29.1K	0.11%	103
2022 Q2	$458K	Buy	9,308 +136	+1%	+$7.35K	0.11%	104
2022 Q1	$545K	Buy	+9,172	New	+$538K	0.11%	99

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

Bensler's VO Position: Q2 2026 in Review

Bensler reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 21% in Q2 2026, selling an estimated $123K and leaving 5,829 shares worth $470K. The position accounts for 0.04% of the portfolio, ranked #134.

Bensler first reported a position in VO in Q1 2022 and has held it in 18 quarters since. The position peaked at $545K in Q1 2022. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Bensler held 5,829 shares of Vanguard Morningstar Mid-Cap ETF worth $470K as of Q2 2026.
Bensler sold 1,583 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $123K.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of Bensler's portfolio in Q2 2026, its #134 holding.
Bensler first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
Bensler's Vanguard Morningstar Mid-Cap ETF position peaked at $545K in Q1 2022.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.