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

Bernicke 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	$209K	Buy	+2,592	New	+$201K	0.02%	106

Other funds holding VO

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Bernicke Wealth Management opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 2,592 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #106 among its holdings.

2,229 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Bernicke Wealth Management held 2,592 shares of Vanguard Morningstar Mid-Cap ETF worth $209K as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new Bernicke Wealth Management position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Bernicke Wealth Management's portfolio in Q2 2026, its #106 holding.
2,229 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.