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

Correct Capital 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	$336K	Hold	4,168	–	–	0.06%	88
2026 Q1	$299K	Hold	4,168	–	–	0.06%	91
2025 Q4	$302K	Hold	4,168	–	–	0.06%	94
2025 Q3	$306K	Hold	4,168	–	–	0.05%	98
2025 Q2	$292K	Hold	4,168	–	–	0.04%	98
2025 Q1	$269K	Hold	4,168	–	–	0.04%	97
2024 Q4	$275K	Hold	4,168	–	–	0.05%	100
2024 Q3	$275K	Hold	4,168	–	–	0.06%	99
2024 Q2	$252K	Hold	4,168	–	–	0.06%	104
2024 Q1	$260K	Hold	4,168	–	–	0.06%	117
2023 Q4	$242K	Buy	+4,168	New	+$223K	0.06%	110

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

Correct Capital Wealth Management's VO Position: Q2 2026 in Review

Correct Capital Wealth Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 4,168 shares worth $336K. The position accounts for 0.06% of the portfolio, ranked #88.

Correct Capital Wealth Management first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Correct Capital Wealth Management held 4,168 shares of Vanguard Morningstar Mid-Cap ETF worth $336K as of Q2 2026.
Correct Capital Wealth Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.06% of Correct Capital Wealth Management's portfolio in Q2 2026, its #88 holding.
Correct Capital Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Correct Capital Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.