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

Curio 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	$2.01M	Sell	24,953 -1,299	-5%	-$101K	0.62%	21
2026 Q1	$1.88M	Sell	26,252 -392	-1%	-$29.1K	0.64%	21
2025 Q4	$1.96M	Sell	26,644 -716	-3%	-$52.1K	0.69%	21
2025 Q3	$2.01M	Sell	27,360 -4,044	-13%	-$290K	0.82%	19
2025 Q2	$2.2M	Buy	31,404 +30,820	+5,277%	+$2.02M	0.96%	19
2025 Q1	$3.13M	Sell	584 -46,372	-99%	-$3.11M	1.63%	13
2024 Q4	$3.1M	Buy	+46,956	New	+$3.19M	1.67%	13

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

Curio Wealth's VO Position: Q2 2026 in Review

Curio Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.9% in Q2 2026, selling an estimated $101K and leaving 24,953 shares worth $2.01M. The position accounts for 0.62% of the portfolio, ranked #21.

Curio Wealth first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.13M in Q1 2025. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Curio Wealth held 24,953 shares of Vanguard Morningstar Mid-Cap ETF worth $2.01M as of Q2 2026.
Curio Wealth sold 1,299 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $101K.
Vanguard Morningstar Mid-Cap ETF made up 0.62% of Curio Wealth's portfolio in Q2 2026, its #21 holding.
Curio Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Curio Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $3.13M in Q1 2025.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.