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

Concord Wealth Partners’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 		$60.2K Buy
+747
New +$57.9K 0.01% 342
2026
Q1 		– Sell
-744
Closed -$53.8K – 765
2025
Q4 		$53.8K Sell
744
-468
-39% -$34K 0.01% 317
2025
Q3 		$89K Sell
1,212
-248
-17% -$17.8K 0.01% 268
2025
Q2 		$102K Buy
1,460
+252
+21% +$16.5K 0.01% 266
2025
Q1 		$78K Buy
1,208
+8
+0.7% +$537 0.01% 267
2024
Q4 		$79.3K Buy
1,200
+4
+0.3% +$272 0.01% 274
2024
Q3 		$78.9K Buy
1,196
+8
+0.7% +$502 0.01% 279
2024
Q2 		$71.9K Hold
1,188
– – 0.01% 265
2024
Q1 		$74.2K Buy
1,188
+4
+0.3% +$236 0.01% 302
2023
Q4 		$68.8K Sell
1,184
-28
-2% -$1.5K 0.01% 313
2023
Q3 		$63.2K Buy
1,212
+40
+3% +$2.19K 0.01% 343
2023
Q2 		$64.5K Buy
1,172
+4
+0.3% +$210 0.01% 324
2023
Q1 		$61.6K Sell
1,168
-152
-12% -$8.09K 0.02% 318
2022
Q4 		$67.3K Buy
+1,320
New +$67.2K 0.02% 318
2022
Q3 		– Sell
-836
Closed -$41K – 1120
2022
Q2 		$41K Buy
836
+32
+4% +$1.73K 0.01% 406
2022
Q1 		$48K Buy
804
+4
+0.5% +$235 0.01% 453
2021
Q4 		$51K Buy
800
+676
+545% +$42.4K 0.01% 453
2021
Q3 		$7K Sell
124
-20
-14% -$1.21K ﹤0.01% 540
2021
Q2 		$9K Hold
144
– – ﹤0.01% 643
2021
Q1 		$8K Hold
144
– – ﹤0.01% 611
2020
Q4 		$7K Buy
+144
New +$6.97K 0.01% 394

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

Concord Wealth Partners's VO Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 747 shares worth $60.2K. The stake represents 0.01% of the portfolio and ranks #342 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in VO as recently as Q4 2025.

Concord Wealth Partners first reported a position in VO in Q4 2020 and has held it in 21 quarters since. The position peaked at $102K in Q2 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Concord Wealth Partners held 747 shares of Vanguard Morningstar Mid-Cap ETF worth $60.2K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new Concord Wealth Partners position in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #342 holding.
  • Concord Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $102K in Q2 2025.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.