Comprehensive Money Management Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Comprehensive Money Management Services’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	$701K	Sell	8,705 -35	-0.4%	-$2.71K	0.44%	82
2026 Q1	$627K	Hold	8,740	–	–	0.41%	80
2025 Q4	$634K	Hold	8,740	–	–	0.44%	80
2025 Q3	$642K	Hold	8,740	–	–	0.45%	77
2025 Q2	$611K	Sell	8,740 -160	-2%	-$10.5K	0.46%	78
2025 Q1	$575K	Hold	8,900	–	–	0.46%	78
2024 Q4	$588K	Buy	+8,900	New	+$604K	0.48%	74

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 22.9% 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

Comprehensive Money Management Services's VO Position: Q2 2026 in Review

Comprehensive Money Management Services reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.4% in Q2 2026, selling an estimated $2.71K and leaving 8,705 shares worth $701K. The position accounts for 0.44% of the portfolio, ranked #82.

Comprehensive Money Management Services first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Comprehensive Money Management Services held 8,705 shares of Vanguard Morningstar Mid-Cap ETF worth $701K as of Q2 2026.
Comprehensive Money Management Services sold 35 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.71K.
Vanguard Morningstar Mid-Cap ETF made up 0.44% of Comprehensive Money Management Services's portfolio in Q2 2026, its #82 holding.
Comprehensive Money Management Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.