Center For Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Center For Asset 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	$465K	Buy	5,770 +166	+3%	+$12.9K	0.21%	100
2026 Q1	$402K	Sell	5,604 -2,800	-33%	-$208K	0.2%	98
2025 Q4	$610K	Buy	8,404 +320	+4%	+$23.3K	0.32%	76
2025 Q3	$594K	Buy	8,084 +2,588	+47%	+$186K	0.32%	68
2025 Q2	$363K	Sell	5,496 -4,008	-42%	-$263K	0.22%	85
2025 Q1	$614K	Buy	9,504 +3,968	+72%	+$266K	0.38%	59
2024 Q4	$366K	Buy	5,536 +636	+13%	+$43.2K	0.24%	83
2024 Q3	$323K	Buy	4,900 +992	+25%	+$62.3K	0.19%	96
2024 Q2	$237K	Buy	+3,908	New	+$237K	0.16%	106

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

Center For Asset Management's VO Position: Q2 2026 in Review

Center For Asset Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3% in Q2 2026, buying an estimated $12.9K and bringing the position to 5,770 shares worth $465K. The position accounts for 0.21% of the portfolio, ranked #100.

Center For Asset Management first reported a position in VO in Q2 2024 and has held it in 9 quarters since. The position peaked at $614K in Q1 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Center For Asset Management held 5,770 shares of Vanguard Morningstar Mid-Cap ETF worth $465K as of Q2 2026.
Center For Asset Management bought 166 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $12.9K.
Vanguard Morningstar Mid-Cap ETF made up 0.21% of Center For Asset Management's portfolio in Q2 2026, its #100 holding.
Center For Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
Center For Asset Management's Vanguard Morningstar Mid-Cap ETF position peaked at $614K in Q1 2025.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Center For Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.