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

Copia 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	$532K	Buy	6,600 +496	+8%	+$38.5K	0.32%	63
2026 Q1	$438K	Sell	6,104 -1,224	-17%	-$90.9K	0.3%	67
2025 Q4	$532K	Sell	7,328 -20	-0.3%	-$1.46K	0.38%	54
2025 Q3	$540K	Sell	7,348 -4	-0.1%	-$287	0.4%	52
2025 Q2	$514K	Sell	7,352 -100	-1%	-$6.56K	0.43%	46
2025 Q1	$482K	Hold	7,452	–	–	0.45%	44
2024 Q4	$492K	Buy	+7,452	New	+$506K	0.47%	47

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

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

Copia Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8.1% in Q2 2026, buying an estimated $38.5K and bringing the position to 6,600 shares worth $532K. The position accounts for 0.32% of the portfolio, ranked #63.

Copia Wealth Management first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $540K in Q3 2025. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Copia Wealth Management held 6,600 shares of Vanguard Morningstar Mid-Cap ETF worth $532K as of Q2 2026.
Copia Wealth Management bought 496 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $38.5K.
Vanguard Morningstar Mid-Cap ETF made up 0.32% of Copia Wealth Management's portfolio in Q2 2026, its #63 holding.
Copia Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $540K in Q3 2025.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.