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

Bullock 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
2025 Q4	–	Sell	-104	Closed	-$7.63K	–	627
2025 Q3	$7.63K	Hold	104	–	–	﹤0.01%	450
2025 Q2	$7.32K	Hold	104	–	–	﹤0.01%	430
2025 Q1	$6.75K	Sell	104 -32	-24%	-$2.15K	﹤0.01%	424
2024 Q4	$8.98K	Buy	136 +104	+325%	+$7.06K	0.01%	402
2024 Q3	$2.1K	Sell	32 -12	-27%	-$753	﹤0.01%	484
2024 Q2	$2.64K	Sell	44 -40	-48%	-$2.43K	﹤0.01%	454
2024 Q1	$5.21K	Buy	+84	New	+$4.96K	﹤0.01%	415

Other funds holding VO

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bullock Wealth Management's VO Position: Q4 2025 in Review

Bullock Wealth Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2025, closing a stake of 104 shares — an estimated $7.63K sold.

Bullock Wealth Management first reported a position in VO in Q1 2024 and held it in 7 quarters. The position peaked at $8.98K in Q4 2024. 2,380 funds tracked by Wall St. Rank hold VO as of Q4 2025.

Bullock Wealth Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Bullock Wealth Management sold 104 Vanguard Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $7.63K.
Bullock Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and held it in 7 quarters.
Bullock Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $8.98K in Q4 2024.
2,380 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on Bullock Wealth Management's 13F filing for Q4 2025, filed 10 Sep 2026.