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

CMH 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	$257K	Hold	3,184	–	–	0.04%	109
2026 Q1	$229K	Buy	+3,184	New	+$237K	0.04%	112
2024 Q1	–	Sell	-4,296	Closed	-$250K	–	46
2023 Q4	$250K	Buy	+4,296	New	+$230K	0.06%	44

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

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

CMH Wealth Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 3,184 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #109.

CMH Wealth Management first reported a position in VO in Q4 2023 and has held it in 3 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

CMH Wealth Management held 3,184 shares of Vanguard Morningstar Mid-Cap ETF worth $257K as of Q2 2026.
CMH Wealth Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of CMH Wealth Management's portfolio in Q2 2026, its #109 holding.
CMH Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 3 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.