C2C Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

C2C 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	$249K	Hold	3,088	–	–	0.19%	79
2026 Q1	$222K	Hold	3,088	–	–	0.19%	84
2025 Q4	$224K	Hold	3,088	–	–	0.19%	83
2025 Q3	$227K	Hold	3,088	–	–	0.19%	80
2025 Q2	$216K	Buy	+3,088	New	+$203K	0.2%	78
2025 Q1	–	Sell	-3,088	Closed	-$204K	–	89
2024 Q4	$204K	Hold	3,088	–	–	0.19%	81
2024 Q3	$203K	Buy	+3,088	New	+$194K	0.19%	82
2023 Q3	–	Sell	-3,648	Closed	-$207K	–	250
2023 Q2	$207K	Buy	+3,648	New	+$191K	0.03%	231
2022 Q2	–	Sell	-3,648	Closed	-$217K	–	210
2022 Q1	$217K	Buy	+3,648	New	+$214K	0.04%	188

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

C2C Wealth Management's VO Position: Q2 2026 in Review

C2C Wealth Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 3,088 shares worth $249K. The position accounts for 0.19% of the portfolio, ranked #79.

C2C Wealth Management first reported a position in VO in Q1 2022 and has held it in 9 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

C2C Wealth Management held 3,088 shares of Vanguard Morningstar Mid-Cap ETF worth $249K as of Q2 2026.
C2C Wealth Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.19% of C2C Wealth Management's portfolio in Q2 2026, its #79 holding.
C2C Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 9 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.