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Better Money Decisions’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Better Money Decisions’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
2025
Q2 		$415K Sell
5,936
-968
-14% -$63.5K 0.25% 56
2025
Q1 		$446K Buy
6,904
+1,404
+26% +$94.2K 0.3% 50
2024
Q4 		$363K Buy
5,500
+40
+0.7% +$2.72K 0.25% 51
2024
Q3 		$360K Buy
5,460
+32
+0.6% +$2.01K 0.26% 49
2024
Q2 		$329K Sell
5,428
-64
-1% -$3.89K 0.25% 48
2024
Q1 		$343K Buy
5,492
+432
+9% +$25.5K 0.27% 48
2023
Q4 		$294K Buy
5,060
+976
+24% +$52.1K 0.24% 50
2023
Q3 		$213K Sell
4,084
-1,596
-28% -$87.5K 0.19% 57
2023
Q2 		$313K Buy
5,680
+100
+2% +$5.24K 0.25% 49
2023
Q1 		$294K Buy
5,580
+8
+0.1% +$426 0.25% 48
2022
Q4 		$284K Buy
5,572
+28
+0.5% +$1.43K 0.25% 52
2022
Q3 		$260K Buy
5,544
+3,140
+131% +$164K 0.25% 52
2022
Q2 		$118K Buy
+2,404
New +$130K 0.1% 84
2021
Q4 		– Sell
-1,548
Closed -$92K – 561
2021
Q3 		$92K Buy
1,548
+48
+3% +$2.9K 0.08% 116
2021
Q2 		$89K Hold
1,500
– – 0.08% 107
2021
Q1 		$83K Buy
+1,500
New +$81.4K 0.09% 96

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Better Money Decisions's VO Position: Q2 2025 in Review

Better Money Decisions reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 14% in Q2 2025, selling an estimated $63.5K and leaving 5,936 shares worth $415K. The position accounts for 0.25% of the portfolio, ranked #56.

Better Money Decisions first reported a position in VO in Q1 2021 and has held it in 16 quarters since. The position peaked at $446K in Q1 2025. 2,169 funds tracked by Wall St. Rank hold VO as of Q2 2025.

  • Better Money Decisions held 5,936 shares of Vanguard Morningstar Mid-Cap ETF worth $415K as of Q2 2025.
  • Better Money Decisions sold 968 Vanguard Morningstar Mid-Cap ETF shares in Q2 2025, an estimated $63.5K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.25% of Better Money Decisions's portfolio in Q2 2025, its #56 holding.
  • Better Money Decisions first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2021 and has held it in 16 quarters since.
  • Better Money Decisions's Vanguard Morningstar Mid-Cap ETF position peaked at $446K in Q1 2025.
  • 2,169 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.