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

Castle 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 		$276K Buy
+3,431
New +$266K 0.08% 122
2022
Q4 		– Sell
-1,860
Closed -$87K – 621
2022
Q3 		$87K Sell
1,860
-44
-2% -$2.3K 0.05% 155
2022
Q2 		$94K Buy
+1,904
New +$103K 0.05% 151

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

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

Castle Wealth Management opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 3,431 shares worth $276K. The stake represents 0.08% of the portfolio and ranks #122 among its holdings. This is a return to the name: Castle Wealth Management previously reported a position in VO as recently as Q3 2022.

Castle Wealth Management first reported a position in VO in Q2 2022 and has held it in 3 quarters since. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Castle Wealth Management held 3,431 shares of Vanguard Morningstar Mid-Cap ETF worth $276K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new Castle Wealth Management position in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.08% of Castle Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Castle Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 3 quarters since.
  • 2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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