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Cassaday & Co Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Cassaday & Co 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 		$2.13M Sell
26,485
-75
-0.3% -$5.81K 0.04% 99
2026
Q1 		$1.91M Buy
26,560
+448
+2% +$33.3K 0.04% 97
2025
Q4 		$1.89M Buy
26,112
+13,164
+102% +$958K 0.04% 94
2025
Q3 		$951K Sell
12,948
-556
-4% -$39.9K 0.02% 140
2025
Q2 		$945K Buy
13,504
+156
+1% +$10.2K 0.02% 134
2025
Q1 		$863K Buy
13,348
+180
+1% +$12.1K 0.02% 134
2024
Q4 		$869K Buy
13,168
+828
+7% +$56.2K 0.02% 129
2024
Q3 		$814K Sell
12,340
-472
-4% -$29.6K 0.02% 135
2024
Q2 		$775K Buy
12,812
+80
+0.6% +$4.86K 0.02% 129
2024
Q1 		$795K Buy
12,732
+72
+0.6% +$4.25K 0.03% 129
2023
Q4 		$736K Hold
12,660
– – 0.03% 122
2023
Q3 		$659K Hold
12,660
– – 0.03% 123
2023
Q2 		$697K Sell
12,660
-1,880
-13% -$98.6K 0.03% 120
2023
Q1 		$767K Sell
14,540
-3,024
-17% -$161K 0.03% 119
2022
Q4 		$895K Buy
+17,564
New +$895K 0.04% 99

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Cassaday & Co Wealth Management's VO Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.28% in Q2 2026, selling an estimated $5.81K and leaving 26,485 shares worth $2.13M. The position accounts for 0.04% of the portfolio, ranked #99.

Cassaday & Co Wealth Management first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Cassaday & Co Wealth Management held 26,485 shares of Vanguard Morningstar Mid-Cap ETF worth $2.13M as of Q2 2026.
  • Cassaday & Co Wealth Management sold 75 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $5.81K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.04% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Cassaday & Co Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.