Bernardo Wealth Planning’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Bernardo Wealth Planning’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	$5.89M	Buy	73,106 +1,762	+2%	+$137K	1.01%	23
2026 Q1	$5.12M	Buy	71,344 +2,840	+4%	+$211K	1%	22
2025 Q4	$4.97M	Sell	68,504 -1,376	-2%	-$100K	0.95%	24
2025 Q3	$5.13M	Sell	69,880 -1,824	-3%	-$131K	1.01%	22
2025 Q2	$5.02M	Sell	71,704 -23,932	-25%	-$1.57M	1.09%	23
2025 Q1	$6.18M	Buy	95,636 +1,276	+1%	+$85.6K	1.48%	19
2024 Q4	$6.2M	Sell	94,360 -43,888	-32%	-$2.98M	1.48%	19
2024 Q3	$9.31M	Buy	138,248 +44,972	+48%	+$2.82M	2.26%	15
2024 Q2	$5.65M	Buy	93,276 +6,376	+7%	+$387K	1.52%	18
2024 Q1	$5.43M	Buy	86,900 +18,584	+27%	+$1.1M	1.51%	19
2023 Q4	$3.97M	Buy	+68,316	New	+$3.65M	1.25%	23
2020 Q2	–	Sell	-9,528	Closed	-$313K	–	151
2020 Q1	$313K	Hold	9,528	–	–	0.22%	108
2019 Q4	$424K	Hold	9,528	–	–	0.26%	95
2019 Q3	$399K	Hold	9,528	–	–	0.29%	95
2019 Q2	$398K	Buy	9,528 +132	+1%	+$5.4K	0.31%	88
2019 Q1	$378K	Buy	9,396 +232	+3%	+$8.92K	0.3%	91
2018 Q4	$317K	Buy	+9,164	New	+$344K	0.28%	94

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

Bernardo Wealth Planning's VO Position: Q2 2026 in Review

Bernardo Wealth Planning increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.5% in Q2 2026, buying an estimated $137K and bringing the position to 73,106 shares worth $5.89M. The position accounts for 1.01% of the portfolio, ranked #23.

Bernardo Wealth Planning first reported a position in VO in Q4 2018 and has held it in 17 quarters since. The position peaked at $9.31M in Q3 2024. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Bernardo Wealth Planning held 73,106 shares of Vanguard Morningstar Mid-Cap ETF worth $5.89M as of Q2 2026.
Bernardo Wealth Planning bought 1,762 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $137K.
Vanguard Morningstar Mid-Cap ETF made up 1.01% of Bernardo Wealth Planning's portfolio in Q2 2026, its #23 holding.
Bernardo Wealth Planning first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 17 quarters since.
Bernardo Wealth Planning's Vanguard Morningstar Mid-Cap ETF position peaked at $9.31M in Q3 2024.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.