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

BIP Wealth’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 		$737K Buy
9,144
+1,240
+16% +$96.1K 0.02% 304
2026
Q1 		$568K Sell
7,904
-1,172
-13% -$87.1K 0.02% 276
2025
Q4 		$659K Sell
9,076
-192
-2% -$14K 0.02% 262
2025
Q3 		$681K Sell
9,268
-24
-0.3% -$1.72K 0.03% 149
2025
Q2 		$650K Sell
9,292
-2,340
-20% -$154K 0.04% 131
2025
Q1 		$752K Buy
11,632
+40
+0.3% +$2.68K 0.05% 121
2024
Q4 		$765K Buy
11,592
+1,248
+12% +$84.7K 0.05% 120
2024
Q3 		$682K Buy
10,344
+2,152
+26% +$135K 0.05% 118
2024
Q2 		$496K Sell
8,192
-2,040
-20% -$124K 0.04% 115
2024
Q1 		$639K Buy
10,232
+252
+3% +$14.9K 0.05% 112
2023
Q4 		$580K Sell
9,980
-40
-0.4% -$2.14K 0.05% 110
2023
Q3 		$522K Sell
10,020
-1,396
-12% -$76.6K 0.05% 106
2023
Q2 		$628K Buy
11,416
+2,720
+31% +$143K 0.05% 93
2023
Q1 		$459K Buy
+8,696
New +$463K 0.05% 115

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

BIP Wealth's VO Position: Q2 2026 in Review

BIP Wealth increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 16% in Q2 2026, buying an estimated $96.1K and bringing the position to 9,144 shares worth $737K. The position accounts for 0.02% of the portfolio, ranked #304.

BIP Wealth first reported a position in VO in Q1 2023 and has held it in 14 quarters since. The position peaked at $765K in Q4 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • BIP Wealth held 9,144 shares of Vanguard Morningstar Mid-Cap ETF worth $737K as of Q2 2026.
  • BIP Wealth bought 1,240 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $96.1K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.02% of BIP Wealth's portfolio in Q2 2026, its #304 holding.
  • BIP Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • BIP Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $765K in Q4 2024.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.