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

Birchcreek 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 		$559K Sell
6,933
-1,019
-13% -$79K 0.22% 75
2026
Q1 		$571K Sell
7,952
-704
-8% -$52.3K 0.27% 64
2025
Q4 		$628K Buy
8,656
+4
+0% +$291 0.31% 54
2025
Q3 		$635K Buy
8,652
+160
+2% +$11.5K 0.33% 53
2025
Q2 		$594K Buy
8,492
+516
+6% +$33.9K 0.34% 56
2025
Q1 		$516K Buy
7,976
+720
+10% +$48.3K 0.33% 55
2024
Q4 		$479K Sell
7,256
-68
-0.9% -$4.62K 0.3% 63
2024
Q3 		$483K Sell
7,324
-112
-2% -$7.03K 0.32% 63
2024
Q2 		$450K Sell
7,436
-1,100
-13% -$66.8K 0.25% 82
2024
Q1 		$533K Sell
8,536
-660
-7% -$39K 0.28% 78
2023
Q4 		$535K Sell
9,196
-344
-4% -$18.4K 0.32% 74
2023
Q3 		$497K Sell
9,540
-256
-3% -$14K 0.34% 76
2023
Q2 		$539K Sell
9,796
-1,428
-13% -$74.9K 0.38% 68
2023
Q1 		$592K Buy
11,224
+3,452
+44% +$184K 0.47% 55
2022
Q4 		$396K Buy
7,772
+808
+12% +$41.2K 0.35% 73
2022
Q3 		$327K Hold
6,964
– – 0.3% 78
2022
Q2 		$343K Hold
6,964
– – 0.31% 73
2022
Q1 		$414K Buy
6,964
+292
+4% +$17.1K 0.37% 62
2021
Q4 		$425K Sell
6,672
-120
-2% -$7.52K 0.37% 60
2021
Q3 		$402K Hold
6,792
– – 0.38% 65
2021
Q2 		$403K Sell
6,792
-600
-8% -$34.8K 0.39% 59
2021
Q1 		$409K Hold
7,392
– – 0.43% 60
2020
Q4 		$382K Buy
+7,392
New +$358K 0.37% 63

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

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

Birchcreek Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 13% in Q2 2026, selling an estimated $79K and leaving 6,933 shares worth $559K. The position accounts for 0.22% of the portfolio, ranked #75.

Birchcreek Wealth Management first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $635K in Q3 2025. 2,482 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Birchcreek Wealth Management held 6,933 shares of Vanguard Morningstar Mid-Cap ETF worth $559K as of Q2 2026.
  • Birchcreek Wealth Management sold 1,019 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $79K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.22% of Birchcreek Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Birchcreek Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Birchcreek Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $635K in Q3 2025.
  • 2,482 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.