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

Blossom 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 		$1.23M Sell
15,283
-105
-0.7% -$8.14K 1.74% 14
2026
Q1 		$1.1M Buy
15,388
+824
+6% +$61.2K 1.64% 15
2025
Q4 		$1.06M Buy
14,564
+484
+3% +$35.2K 1.74% 13
2025
Q3 		$1.03M Buy
14,080
+476
+3% +$34.2K 1.67% 16
2025
Q2 		$952K Buy
13,604
+576
+4% +$37.8K 1.69% 17
2025
Q1 		$842K Sell
13,028
-120
-0.9% -$8.05K 1.69% 17
2024
Q4 		$868K Buy
13,148
+1,908
+17% +$130K 1.67% 16
2024
Q3 		$741K Buy
11,240
+404
+4% +$25.4K 1.49% 17
2024
Q2 		$656K Buy
10,836
+772
+8% +$46.9K 1.43% 20
2024
Q1 		$629K Buy
10,064
+472
+5% +$27.9K 1.51% 20
2023
Q4 		$558K Buy
9,592
+568
+6% +$30.3K 1.5% 21
2023
Q3 		$470K Buy
9,024
+152
+2% +$8.34K 1.5% 22
2023
Q2 		$488K Buy
8,872
+672
+8% +$35.2K 1.79% 19
2023
Q1 		$432K Buy
8,200
+104
+1% +$5.53K 1.76% 20
2022
Q4 		$413K Buy
8,096
+776
+11% +$39.5K 1.99% 20
2022
Q3 		$344K Sell
7,320
-4
-0.1% -$209 1.94% 22
2022
Q2 		$361K Buy
7,324
+196
+3% +$10.6K 1.83% 23
2022
Q1 		$424K Buy
7,128
+160
+2% +$9.39K 1.91% 18
2021
Q4 		$444K Buy
6,968
+2,528
+57% +$158K 2.19% 16
2021
Q3 		$263K Buy
4,440
+876
+25% +$52.9K 1.56% 28
2021
Q2 		$211K Buy
+3,564
New +$207K 1.59% 28

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

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

Blossom Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.68% in Q2 2026, selling an estimated $8.14K and leaving 15,283 shares worth $1.23M. The position accounts for 1.74% of the portfolio, ranked #14.

Blossom Wealth Management first reported a position in VO in Q2 2021 and has held it in 21 quarters since. 2,486 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Blossom Wealth Management held 15,283 shares of Vanguard Morningstar Mid-Cap ETF worth $1.23M as of Q2 2026.
  • Blossom Wealth Management sold 105 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $8.14K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.74% of Blossom Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Blossom Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Blossom Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.