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

Channel Wealth’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 		$480K Sell
5,961
-259
-4% -$20.1K 0.11% 111
2026
Q1 		$447K Sell
6,220
-548
-8% -$40.7K 0.11% 103
2025
Q4 		$491K Sell
6,768
-1,208
-15% -$87.9K 0.12% 96
2025
Q3 		$586K Sell
7,976
-256
-3% -$18.4K 0.16% 86
2025
Q2 		$576K Sell
8,232
-1,380
-14% -$90.6K 0.16% 87
2025
Q1 		$621K Sell
9,612
-964
-9% -$64.7K 0.19% 87
2024
Q4 		$698K Buy
10,576
+76
+0.7% +$5.16K 0.23% 82
2024
Q3 		$693K Buy
10,500
+364
+4% +$22.9K 0.23% 79
2024
Q2 		$613K Sell
10,136
-1,984
-16% -$121K 0.22% 82
2024
Q1 		$757K Sell
12,120
-2,340
-16% -$138K 0.3% 69
2023
Q4 		$841K Sell
14,460
-1,076
-7% -$57.5K 0.4% 62
2023
Q3 		$809K Buy
15,536
+4,400
+40% +$241K 0.45% 66
2023
Q2 		$613K Sell
11,136
-4,092
-27% -$215K 0.35% 89
2023
Q1 		$803K Buy
+15,228
New +$810K 0.52% 65

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

Channel Wealth's VO Position: Q2 2026 in Review

Channel Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.2% in Q2 2026, selling an estimated $20.1K and leaving 5,961 shares worth $480K. The position accounts for 0.11% of the portfolio, ranked #111.

Channel Wealth first reported a position in VO in Q1 2023 and has held it in 14 quarters since. The position peaked at $841K in Q4 2023. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Channel Wealth held 5,961 shares of Vanguard Morningstar Mid-Cap ETF worth $480K as of Q2 2026.
  • Channel Wealth sold 259 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $20.1K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.11% of Channel Wealth's portfolio in Q2 2026, its #111 holding.
  • Channel Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • Channel Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $841K in Q4 2023.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Channel Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.