Core Wealth Advisors (Florida)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Core Wealth Advisors (Florida)’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	$17.6M	Buy	218,118 +2,674	+1%	+$207K	3.53%	9
2026 Q1	$15.5M	Buy	215,444 +5,116	+2%	+$380K	3.69%	9
2025 Q4	$15.3M	Buy	210,328 +2,036	+1%	+$148K	3.96%	9
2025 Q3	$15.3M	Buy	208,292 +3,240	+2%	+$233K	3.99%	10
2025 Q2	$14.3M	Buy	205,052 +2,380	+1%	+$156K	4.12%	9
2025 Q1	$13.1M	Sell	202,672 -464	-0.2%	-$31.1K	4.17%	9
2024 Q4	$13.4M	Sell	203,136 -4,200	-2%	-$285K	4.42%	8
2024 Q3	$13.7M	Buy	207,336 +2,464	+1%	+$155K	4.39%	9
2024 Q2	$12.4M	Sell	204,872 -9,472	-4%	-$576K	4.25%	8
2024 Q1	$13.4M	Buy	214,344 +12,844	+6%	+$759K	4.55%	8
2023 Q4	$11.7M	Buy	201,500 +7,936	+4%	+$424K	4.31%	9
2023 Q3	$10.1M	Buy	+193,564	New	+$10.6M	4.12%	9
2023 Q1	–	Sell	-628	Closed	-$32K	–	286
2022 Q4	$32K	Hold	628	–	–	0.01%	94
2022 Q3	$30K	Hold	628	–	–	0.02%	80
2022 Q2	$31K	Buy	+628	New	+$33.9K	0.02%	87

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

Core Wealth Advisors (Florida)'s VO Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.2% in Q2 2026, buying an estimated $207K and bringing the position to 218,118 shares worth $17.6M. The position accounts for 3.53% of the portfolio, ranked #9.

Core Wealth Advisors (Florida) first reported a position in VO in Q2 2022 and has held it in 15 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Core Wealth Advisors (Florida) held 218,118 shares of Vanguard Morningstar Mid-Cap ETF worth $17.6M as of Q2 2026.
Core Wealth Advisors (Florida) bought 2,674 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $207K.
Vanguard Morningstar Mid-Cap ETF made up 3.53% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #9 holding.
Core Wealth Advisors (Florida) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 15 quarters since.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.