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

Bogart Wealth LLC’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 		$370K Buy
4,596
+52
+1% +$4.03K 0.01% 211
2026
Q1 		$326K Sell
4,544
-936
-17% -$69.5K 0.01% 208
2025
Q4 		$398K Sell
5,480
-72
-1% -$5.24K 0.02% 189
2025
Q3 		$408K Buy
5,552
+4
+0.1% +$287 0.02% 178
2025
Q2 		$388K Sell
5,548
-72
-1% -$4.73K 0.02% 179
2025
Q1 		$363K Buy
5,620
+124
+2% +$8.32K 0.02% 176
2024
Q4 		$363K Buy
5,496
+236
+4% +$16K 0.02% 177
2024
Q3 		$347K Buy
5,260
+176
+3% +$11.1K 0.02% 178
2024
Q2 		$308K Buy
5,084
+316
+7% +$19.2K 0.02% 178
2024
Q1 		$298K Sell
4,768
-200
-4% -$11.8K 0.02% 175
2023
Q4 		$289K Sell
4,968
-244
-5% -$13K 0.02% 180
2023
Q3 		$271K Sell
5,212
-24
-0.5% -$1.32K 0.02% 178
2023
Q2 		$288K Sell
5,236
-948
-15% -$49.7K 0.02% 175
2023
Q1 		$326K Buy
6,184
+4
+0.1% +$213 0.02% 153
2022
Q4 		$315K Buy
6,180
+312
+5% +$15.9K 0.02% 158
2022
Q3 		$276K Sell
5,868
-332
-5% -$17.4K 0.02% 155
2022
Q2 		$305K Buy
6,200
+2,408
+64% +$130K 0.03% 140
2022
Q1 		$226K Buy
3,792
+2,052
+118% +$120K 0.02% 154
2021
Q4 		$111K Hold
1,740
– – 0.01% 190
2021
Q3 		$103K Buy
1,740
+56
+3% +$3.38K 0.01% 185
2021
Q2 		$100K Buy
1,684
+424
+34% +$24.6K 0.01% 179
2021
Q1 		$70K Buy
1,260
+740
+142% +$40.2K 0.01% 203
2020
Q4 		$26K Hold
520
– – ﹤0.01% 250
2020
Q3 		$22K Hold
520
– – ﹤0.01% 253
2020
Q2 		$21K Hold
520
– – ﹤0.01% 236
2020
Q1 		$17K Buy
+520
New +$21.5K ﹤0.01% 227

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 22.9% 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

Bogart Wealth LLC's VO Position: Q2 2026 in Review

Bogart Wealth LLC increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.1% in Q2 2026, buying an estimated $4.03K and bringing the position to 4,596 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #211.

Bogart Wealth LLC first reported a position in VO in Q1 2020 and has held it in 26 quarters since. The position peaked at $408K in Q3 2025. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Bogart Wealth LLC held 4,596 shares of Vanguard Morningstar Mid-Cap ETF worth $370K as of Q2 2026.
  • Bogart Wealth LLC bought 52 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $4.03K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #211 holding.
  • Bogart Wealth LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • Bogart Wealth LLC's Vanguard Morningstar Mid-Cap ETF position peaked at $408K in Q3 2025.
  • 2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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