Buck Wealth Strategies’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Buck Wealth Strategies’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	$23.1M	Buy	286,793 +3,777	+1%	+$293K	2.42%	7
2026 Q1	$20.3M	Buy	283,016 +7,432	+3%	+$552K	2.51%	6
2025 Q4	$20M	Sell	275,584 -78,288	-22%	-$5.69M	2.54%	7
2025 Q3	$26M	Buy	353,872 +34,316	+11%	+$2.46M	3.56%	4
2025 Q2	$22.4M	Buy	319,556 +45,364	+17%	+$2.98M	3.41%	4
2025 Q1	$17.7M	Buy	274,192 +65,240	+31%	+$4.38M	3.22%	4
2024 Q4	$13.8M	Buy	208,952 +92,948	+80%	+$6.31M	2.87%	8
2024 Q3	$7.65M	Sell	116,004 -5,268	-4%	-$331K	2.41%	15
2024 Q2	$7.34M	Buy	+121,272	New	+$7.37M	2.17%	20
2024 Q1	–	Sell	-107,808	Closed	-$6.27M	–	103
2023 Q4	$6.27M	Buy	107,808 +3,088	+3%	+$165K	2.32%	27
2023 Q3	$5.45M	Sell	104,720 -700	-0.7%	-$38.4K	2.19%	23
2023 Q2	$5.68M	Buy	105,420 +12,672	+14%	+$664K	2.46%	14
2023 Q1	$4.77M	Buy	+92,748	New	+$4.93M	2.33%	23
2022 Q3	$4.95M	Buy	+95,032	New	+$4.97M	2.31%	25

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

Buck Wealth Strategies's VO Position: Q2 2026 in Review

Buck Wealth Strategies increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.3% in Q2 2026, buying an estimated $293K and bringing the position to 286,793 shares worth $23.1M. The position accounts for 2.42% of the portfolio, ranked #7.

Buck Wealth Strategies first reported a position in VO in Q3 2022 and has held it in 14 quarters since. The position peaked at $26M in Q3 2025. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Buck Wealth Strategies held 286,793 shares of Vanguard Morningstar Mid-Cap ETF worth $23.1M as of Q2 2026.
Buck Wealth Strategies bought 3,777 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $293K.
Vanguard Morningstar Mid-Cap ETF made up 2.42% of Buck Wealth Strategies's portfolio in Q2 2026, its #7 holding.
Buck Wealth Strategies first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2022 and has held it in 14 quarters since.
Buck Wealth Strategies's Vanguard Morningstar Mid-Cap ETF position peaked at $26M in Q3 2025.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.