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

Cannon Wealth Management Services’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	$4.19M	Buy	51,984 +556	+1%	+$43.1K	2.29%	18
2026 Q1	$3.69M	Buy	51,428 +1,140	+2%	+$84.7K	2.5%	15
2025 Q4	$3.65M	Buy	50,288 +820	+2%	+$59.6K	2.58%	16
2025 Q3	$3.63M	Buy	49,468 +1,196	+2%	+$85.9K	2.75%	13
2025 Q2	$3.38M	Buy	48,272 +1,612	+3%	+$106K	2.76%	13
2025 Q1	$3.04M	Buy	46,660 +4,460	+11%	+$299K	2.71%	14
2024 Q4	$2.9M	Buy	42,200 +4,688	+12%	+$318K	2.5%	14
2024 Q3	$2.47M	Buy	+37,512	New	+$2.36M	2.26%	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

Cannon Wealth Management Services's VO Position: Q2 2026 in Review

Cannon Wealth Management Services increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.1% in Q2 2026, buying an estimated $43.1K and bringing the position to 51,984 shares worth $4.19M. The position accounts for 2.29% of the portfolio, ranked #18.

Cannon Wealth Management Services first reported a position in VO in Q3 2024 and has held it in 8 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Cannon Wealth Management Services held 51,984 shares of Vanguard Morningstar Mid-Cap ETF worth $4.19M as of Q2 2026.
Cannon Wealth Management Services bought 556 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $43.1K.
Vanguard Morningstar Mid-Cap ETF made up 2.29% of Cannon Wealth Management Services's portfolio in Q2 2026, its #18 holding.
Cannon Wealth Management Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Cannon Wealth Management Services's 13F filing for Q2 2026, filed 11 Aug 2026.