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

DiNuzzo 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	$38.7K	Hold	480	–	–	﹤0.01%	152
2026 Q1	$34.5K	Hold	480	–	–	﹤0.01%	155
2025 Q4	$34.8K	Hold	480	–	–	﹤0.01%	148
2025 Q3	$34.8K	Hold	480	–	–	﹤0.01%	142
2025 Q2	$33.6K	Hold	480	–	–	﹤0.01%	148
2025 Q1	$31K	Hold	480	–	–	﹤0.01%	143
2024 Q4	$31.7K	Hold	480	–	–	﹤0.01%	141
2024 Q3	$31.7K	Sell	480 -100	-17%	-$6.28K	﹤0.01%	150
2024 Q2	$35.1K	Buy	580 +100	+21%	+$6.08K	﹤0.01%	113
2024 Q1	$30K	Hold	480	–	–	﹤0.01%	114
2023 Q4	$27.9K	Buy	+480	New	+$25.6K	﹤0.01%	116

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

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

DiNuzzo Private Wealth held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 480 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #152.

DiNuzzo Private Wealth first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

DiNuzzo Private Wealth held 480 shares of Vanguard Morningstar Mid-Cap ETF worth $38.7K as of Q2 2026.
DiNuzzo Private Wealth left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #152 holding.
DiNuzzo Private Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.