Cove Private Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Cove Private Wealth’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	$620K	Hold	7,700	–	–	0.12%	130
2026 Q1	$553K	Buy	7,700 +1,300	+20%	+$96.6K	0.13%	111
2025 Q4	$464K	Hold	6,400	–	–	0.14%	112
2025 Q3	$470K	Hold	6,400	–	–	0.15%	107
2025 Q2	$448K	Hold	6,400	–	–	0.16%	109
2025 Q1	$414K	Hold	6,400	–	–	0.22%	95
2024 Q4	$423K	Hold	6,400	–	–	0.25%	75
2024 Q3	$422K	Hold	6,400	–	–	0.33%	61
2024 Q2	$387K	Sell	6,400 -1,200	-16%	-$72.9K	0.31%	62
2024 Q1	$475K	Sell	7,600 -1,612	-17%	-$95.3K	0.41%	59
2023 Q4	$536K	Buy	+9,212	New	+$492K	0.51%	51

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Cove Private Wealth's VO Position: Q2 2026 in Review

Cove Private Wealth held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 7,700 shares worth $620K. The position accounts for 0.12% of the portfolio, ranked #130.

Cove Private Wealth first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 1,269 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Cove Private Wealth held 7,700 shares of Vanguard Morningstar Mid-Cap ETF worth $620K as of Q2 2026.
Cove Private Wealth left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.12% of Cove Private Wealth's portfolio in Q2 2026, its #130 holding.
Cove Private Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,269 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.