Bradley & Co Private Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Bradley & Co Private 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	$70.9K	Hold	880	–	–	0.03%	86
2026 Q1	$63.2K	Hold	880	–	–	0.03%	87
2025 Q4	$63.8K	Hold	880	–	–	0.03%	85
2025 Q3	$64.6K	Hold	880	–	–	0.04%	70
2025 Q2	$61.6K	Hold	880	–	–	0.04%	67
2025 Q1	$56.9K	Hold	880	–	–	0.04%	65
2024 Q4	$58.1K	Buy	+880	New	+$59.7K	0.04%	66
2024 Q2	$53.3K	Hold	880	–	–	0.04%	62
2024 Q1	$55K	Hold	880	–	–	0.04%	62
2023 Q4	$51.2K	Hold	880	–	–	0.05%	57
2023 Q3	$45.8K	Hold	880	–	–	0.05%	60
2023 Q2	$48.4K	Hold	880	–	–	0.05%	61
2023 Q1	$46.4K	Hold	880	–	–	0.05%	61
2022 Q4	$44.8K	Hold	880	–	–	0.05%	62
2022 Q3	$41K	Hold	880	–	–	0.05%	75
2022 Q2	$43K	Hold	880	–	–	0.05%	89
2022 Q1	$52K	Hold	880	–	–	0.04%	84
2021 Q4	$56K	Hold	880	–	–	0.04%	86
2021 Q3	$52K	Hold	880	–	–	0.04%	89
2021 Q2	$52K	Hold	880	–	–	0.05%	93
2021 Q1	$49K	Buy	+880	New	+$47.8K	0.05%	95

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bradley & Co Private Wealth Management's VO Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 880 shares worth $70.9K. The position accounts for 0.03% of the portfolio, ranked #86.

Bradley & Co Private Wealth Management first reported a position in VO in Q1 2021 and has held it in 21 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Bradley & Co Private Wealth Management held 880 shares of Vanguard Morningstar Mid-Cap ETF worth $70.9K as of Q2 2026.
Bradley & Co Private Wealth Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #86 holding.
Bradley & Co Private Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2021 and has held it in 21 quarters since.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.