Bestgate Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Bestgate Wealth Advisors’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	$772K	Sell	9,580 -528	-5%	-$40.9K	1.23%	21
2026 Q1	$726K	Sell	10,108 -1,084	-10%	-$80.5K	1.31%	18
2025 Q4	$812K	Buy	11,192 +56	+0.5%	+$4.07K	1.43%	19
2025 Q3	$818K	Sell	11,136 -1,652	-13%	-$119K	1.44%	17
2025 Q2	$827K	Hold	12,788	–	–	1.71%	14
2025 Q1	$827K	Buy	12,788 +1,448	+13%	+$97.2K	1.71%	14
2024 Q4	$749K	Buy	+11,340	New	+$770K	1.5%	18

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

Bestgate Wealth Advisors's VO Position: Q2 2026 in Review

Bestgate Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.2% in Q2 2026, selling an estimated $40.9K and leaving 9,580 shares worth $772K. The position accounts for 1.23% of the portfolio, ranked #21.

Bestgate Wealth Advisors first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $827K in Q2 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Bestgate Wealth Advisors held 9,580 shares of Vanguard Morningstar Mid-Cap ETF worth $772K as of Q2 2026.
Bestgate Wealth Advisors sold 528 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $40.9K.
Vanguard Morningstar Mid-Cap ETF made up 1.23% of Bestgate Wealth Advisors's portfolio in Q2 2026, its #21 holding.
Bestgate Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Bestgate Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $827K in Q2 2025.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.