Courage Miller Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Courage Miller 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	$322K	Hold	3,992	–	–	0.08%	77
2026 Q1	$287K	Hold	3,992	–	–	0.08%	81
2025 Q4	$290K	Hold	3,992	–	–	0.09%	73
2025 Q3	$293K	Sell	3,992 -12	-0.3%	-$862	0.09%	71
2025 Q2	$280K	Buy	+4,004	New	+$263K	0.09%	74
2025 Q1	–	Sell	-3,464	Closed	-$229K	–	83
2024 Q4	$229K	Hold	3,464	–	–	0.08%	76
2024 Q3	$228K	Hold	3,464	–	–	0.08%	78
2024 Q2	$210K	Hold	3,464	–	–	0.08%	78
2024 Q1	$216K	Buy	+3,464	New	+$205K	0.07%	85
2023 Q3	–	Sell	-3,732	Closed	-$205K	–	79
2023 Q2	$205K	Buy	+3,732	New	+$196K	0.09%	75

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

Courage Miller Partners's VO Position: Q2 2026 in Review

Courage Miller Partners held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 3,992 shares worth $322K. The position accounts for 0.08% of the portfolio, ranked #77.

Courage Miller Partners first reported a position in VO in Q2 2023 and has held it in 10 quarters since. 2,480 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Courage Miller Partners held 3,992 shares of Vanguard Morningstar Mid-Cap ETF worth $322K as of Q2 2026.
Courage Miller Partners left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.08% of Courage Miller Partners's portfolio in Q2 2026, its #77 holding.
Courage Miller Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and has held it in 10 quarters since.
2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Courage Miller Partners's 13F filing for Q2 2026, filed 23 Jul 2026.