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

Bernard 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	$105K	Buy	1,300 +200	+18%	+$15.5K	0.04%	104
2026 Q1	$79K	Buy	1,100 +200	+22%	+$14.9K	0.03%	111
2025 Q4	$65.3K	Hold	900	–	–	0.03%	114
2025 Q3	$66.1K	Hold	900	–	–	0.03%	115
2025 Q2	$63K	Hold	900	–	–	0.03%	113
2025 Q1	$58.2K	Hold	900	–	–	0.03%	110
2024 Q4	$59.4K	Buy	+900	New	+$61.1K	0.03%	112

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

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

Bernard Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 18% in Q2 2026, buying an estimated $15.5K and bringing the position to 1,300 shares worth $105K. The position accounts for 0.04% of the portfolio, ranked #104.

Bernard Wealth Management first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Bernard Wealth Management held 1,300 shares of Vanguard Morningstar Mid-Cap ETF worth $105K as of Q2 2026.
Bernard Wealth Management bought 200 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $15.5K.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of Bernard Wealth Management's portfolio in Q2 2026, its #104 holding.
Bernard Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.