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

Defined 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	$2.7M	Buy	33,454 +402	+1%	+$31.2K	1.39%	23
2026 Q1	$2.37M	Buy	33,052 +188	+0.6%	+$14K	1.39%	22
2025 Q4	$2.38M	Sell	32,864 -508	-2%	-$37K	1.37%	23
2025 Q3	$2.45M	Sell	33,372 -236	-0.7%	-$16.9K	1.42%	23
2025 Q2	$2.35M	Sell	33,608 -68	-0.2%	-$4.46K	1.45%	23
2025 Q1	$2.18M	Sell	33,676 -772	-2%	-$51.8K	1.46%	21
2024 Q4	$2.27M	Sell	34,448 -164	-0.5%	-$11.1K	1.51%	21
2024 Q3	$2.28M	Buy	34,612 +148	+0.4%	+$9.29K	1.48%	20
2024 Q2	$2.09M	Sell	34,464 -136	-0.4%	-$8.27K	1.45%	21
2024 Q1	$2.16M	Sell	34,600 -48	-0.1%	-$2.84K	1.55%	18
2023 Q4	$2.02M	Sell	34,648 -80	-0.2%	-$4.27K	1.54%	20
2023 Q3	$1.81M	Buy	34,728 +720	+2%	+$39.5K	1.54%	18
2023 Q2	$1.87M	Buy	34,008 +2,596	+8%	+$136K	1.58%	19
2023 Q1	$1.66M	Buy	31,412 +856	+3%	+$45.5K	1.55%	20
2022 Q4	$1.56M	Sell	30,556 -4,172	-12%	-$213K	1.46%	18
2022 Q3	$1.63M	Buy	34,728 +1,044	+3%	+$54.6K	1.78%	14
2022 Q2	$1.66M	Sell	33,684 -580	-2%	-$31.3K	1.7%	15
2022 Q1	$2.04M	Sell	34,264 -9,752	-22%	-$572K	1.79%	15
2021 Q4	$2.8M	Buy	44,016 +1,476	+3%	+$92.5K	2.29%	12
2021 Q3	$2.52M	Hold	42,540	–	–	2.23%	12
2021 Q2	$2.52M	Buy	42,540 +128	+0.3%	+$7.42K	2.24%	13
2021 Q1	$2.35M	Buy	42,412 +9,504	+29%	+$516K	2.22%	14
2020 Q4	$1.7M	Buy	+32,908	New	+$1.59M	1.68%	16

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

Defined Wealth Management's VO Position: Q2 2026 in Review

Defined Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.2% in Q2 2026, buying an estimated $31.2K and bringing the position to 33,454 shares worth $2.7M. The position accounts for 1.39% of the portfolio, ranked #23.

Defined Wealth Management first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.8M in Q4 2021. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Defined Wealth Management held 33,454 shares of Vanguard Morningstar Mid-Cap ETF worth $2.7M as of Q2 2026.
Defined Wealth Management bought 402 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $31.2K.
Vanguard Morningstar Mid-Cap ETF made up 1.39% of Defined Wealth Management's portfolio in Q2 2026, its #23 holding.
Defined Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Defined Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $2.8M in Q4 2021.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Defined Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.