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

Cahaba 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	$363K	Sell	4,509 -107	-2%	-$8.29K	0.02%	116
2026 Q1	$331K	Sell	4,616 -48	-1%	-$3.57K	0.02%	114
2025 Q4	$338K	Sell	4,664 -244	-5%	-$17.7K	0.02%	111
2025 Q3	$360K	Buy	4,908 +1,488	+44%	+$107K	0.03%	110
2025 Q2	$239K	Buy	+3,420	New	+$224K	0.02%	137
2024 Q4	–	Sell	-3,076	Closed	-$203K	–	156
2024 Q3	$203K	Buy	+3,076	New	+$193K	0.02%	144
2023 Q1	–	Sell	-10,356	Closed	-$528K	–	150
2022 Q4	$528K	Buy	10,356 +64	+0.6%	+$3.26K	0.07%	71
2022 Q3	$483K	Hold	10,292	–	–	0.07%	72
2022 Q2	$506K	Sell	10,292 -92	-0.9%	-$4.97K	0.07%	72
2022 Q1	$568K	Buy	10,384 +6,644	+178%	+$390K	0.08%	69
2021 Q4	$238K	Buy	+3,740	New	+$234K	0.03%	134

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

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

Cahaba Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.3% in Q2 2026, selling an estimated $8.29K and leaving 4,509 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #116.

Cahaba Wealth Management first reported a position in VO in Q4 2021 and has held it in 11 quarters since. The position peaked at $568K in Q1 2022. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Cahaba Wealth Management held 4,509 shares of Vanguard Morningstar Mid-Cap ETF worth $363K as of Q2 2026.
Cahaba Wealth Management sold 107 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $8.29K.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Cahaba Wealth Management's portfolio in Q2 2026, its #116 holding.
Cahaba Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 11 quarters since.
Cahaba Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $568K in Q1 2022.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.