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

Diversify 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	$13M	Sell	161,082 -488,354	-75%	-$37.9M	0.22%	94
2026 Q1	$12.3M	Buy	649,436 +488,580	+304%	+$36.3M	0.22%	90
2025 Q4	$12M	Buy	160,856 +20,052	+14%	+$1.46M	0.56%	34
2025 Q3	$10.2M	Buy	140,804 +4,324	+3%	+$311K	0.59%	32
2025 Q2	$9.75M	Buy	136,480 +896	+0.7%	+$58.8K	0.6%	30
2025 Q1	$8.68M	Buy	135,584 +2,664	+2%	+$179K	0.65%	26
2024 Q4	$8.73M	Buy	132,920 +10,040	+8%	+$682K	0.68%	30
2024 Q3	$8.17M	Buy	122,880 +7,096	+6%	+$446K	0.79%	25
2024 Q2	$6.88M	Buy	+115,784	New	+$7.04M	0.86%	21

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

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

Diversify Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 75% in Q2 2026, selling an estimated $37.9M and leaving 161,082 shares worth $13M. The position accounts for 0.22% of the portfolio, ranked #94.

Diversify Wealth Management first reported a position in VO in Q2 2024 and has held it in 9 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Diversify Wealth Management held 161,082 shares of Vanguard Morningstar Mid-Cap ETF worth $13M as of Q2 2026.
Diversify Wealth Management sold 488,354 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $37.9M.
Vanguard Morningstar Mid-Cap ETF made up 0.22% of Diversify Wealth Management's portfolio in Q2 2026, its #94 holding.
Diversify Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.