Bridgewealth Advisory Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Bridgewealth Advisory Group’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	$10.1M	Buy	125,138 +7,046	+6%	+$546K	1.9%	19
2026 Q1	$8.48M	Buy	118,092 +10,332	+10%	+$768K	1.76%	19
2025 Q4	$7.82M	Sell	107,760 -10,276	-9%	-$748K	1.73%	19
2025 Q3	$8.67M	Buy	118,036 +5,180	+5%	+$372K	2.01%	17
2025 Q2	$7.9M	Buy	112,856 +90,664	+409%	+$5.95M	2%	17
2025 Q1	$1.43M	Sell	22,192 -82,652	-79%	-$5.55M	1.89%	18
2024 Q4	$7.25M	Buy	104,844 +15,936	+18%	+$1.08M	2.05%	19
2024 Q3	$5.86M	Buy	88,908 +7,844	+10%	+$493K	2.13%	17
2024 Q2	$4.91M	Buy	81,064 +6,916	+9%	+$420K	2.17%	18
2024 Q1	$4.63M	Buy	74,148 +48,268	+187%	+$2.85M	2.27%	13
2023 Q4	$1.51M	Buy	25,880 +7,880	+44%	+$421K	1.15%	21
2023 Q3	$937K	Buy	18,000 +4,060	+29%	+$223K	1.15%	21
2023 Q2	$767K	Buy	13,940 +280	+2%	+$14.7K	1.25%	17
2023 Q1	$720K	Sell	13,660 -304	-2%	-$16.2K	1.33%	16
2022 Q4	$711K	Buy	+13,964	New	+$711K	1.4%	15

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 22.96% 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

Bridgewealth Advisory Group's VO Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6% in Q2 2026, buying an estimated $546K and bringing the position to 125,138 shares worth $10.1M. The position accounts for 1.9% of the portfolio, ranked #19.

Bridgewealth Advisory Group first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 2,485 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Bridgewealth Advisory Group held 125,138 shares of Vanguard Morningstar Mid-Cap ETF worth $10.1M as of Q2 2026.
Bridgewealth Advisory Group bought 7,046 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $546K.
Vanguard Morningstar Mid-Cap ETF made up 1.9% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #19 holding.
Bridgewealth Advisory Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.