Code Waechter’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Code Waechter’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	$442K	Buy	5,480 +1,944	+55%	+$151K	0.23%	78
2026 Q1	$254K	Buy	+3,536	New	+$263K	0.15%	101
2025 Q2	–	Sell	-5,272	Closed	-$341K	–	135
2025 Q1	$341K	Buy	+5,272	New	+$354K	0.28%	82

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

Code Waechter's VO Position: Q2 2026 in Review

Code Waechter increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 55% in Q2 2026, buying an estimated $151K and bringing the position to 5,480 shares worth $442K. The position accounts for 0.23% of the portfolio, ranked #78.

Code Waechter first reported a position in VO in Q1 2025 and has held it in 3 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Code Waechter held 5,480 shares of Vanguard Morningstar Mid-Cap ETF worth $442K as of Q2 2026.
Code Waechter bought 1,944 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $151K.
Vanguard Morningstar Mid-Cap ETF made up 0.23% of Code Waechter's portfolio in Q2 2026, its #78 holding.
Code Waechter first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 3 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Code Waechter's 13F filing for Q2 2026, filed 31 Jul 2026.