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

Centricity 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
2025
Q2 		$1.16M Hold
16,564
– – 0.93% 21
2025
Q1 		$1.07M Buy
16,564
+2,488
+18% +$167K 0.97% 21
2024
Q4 		$929K Buy
+14,076
New +$956K 0.87% 23

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Centricity Wealth Management's VO Position: Q2 2025 in Review

Centricity Wealth Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2025 at 16,564 shares worth $1.16M. The position accounts for 0.93% of the portfolio, ranked #21.

Centricity Wealth Management first reported a position in VO in Q4 2024 and has held it in 3 quarters since. 2,172 funds tracked by Wall St. Rank hold VO as of Q2 2025.

  • Centricity Wealth Management held 16,564 shares of Vanguard Morningstar Mid-Cap ETF worth $1.16M as of Q2 2025.
  • Centricity Wealth Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2025.
  • Vanguard Morningstar Mid-Cap ETF made up 0.93% of Centricity Wealth Management's portfolio in Q2 2025, its #21 holding.
  • Centricity Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • 2,172 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.