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

Drive 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 		$10M Sell
124,587
-20,709
-14% -$1.61M 1.79% 9
2026
Q1 		$10.4M Buy
145,296
+5,096
+4% +$379K 2.2% 8
2025
Q4 		$10.2M Sell
140,200
-17,136
-11% -$1.25M 1.99% 10
2025
Q3 		$11.6M Sell
157,336
-12,288
-7% -$882K 2.46% 8
2025
Q2 		$11.9M Buy
169,624
+4,992
+3% +$328K 2.61% 8
2025
Q1 		$10.6M Buy
164,632
+4,536
+3% +$304K 2.5% 7
2024
Q4 		$10.6M Buy
160,096
+13,868
+9% +$941K 2.59% 8
2024
Q3 		$9.64M Buy
146,228
+4,688
+3% +$294K 2.51% 7
2024
Q2 		$8.6M Buy
141,540
+10,944
+8% +$665K 2.32% 8
2024
Q1 		$8.16M Buy
130,596
+22,896
+21% +$1.35M 2.29% 8
2023
Q4 		$6.26M Buy
107,700
+29,256
+37% +$1.56M 2.02% 11
2023
Q3 		$4.08M Buy
78,444
+21,452
+38% +$1.18M 1.49% 14
2023
Q2 		$3.14M Buy
56,992
+40,720
+250% +$2.13M 1.16% 16
2023
Q1 		$858K Buy
+16,272
New +$866K 0.36% 65

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Drive Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 14% in Q2 2026, selling an estimated $1.61M and leaving 124,587 shares worth $10M. The position accounts for 1.79% of the portfolio, ranked #9.

Drive Wealth Management first reported a position in VO in Q1 2023 and has held it in 14 quarters since. The position peaked at $11.9M in Q2 2025. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Drive Wealth Management held 124,587 shares of Vanguard Morningstar Mid-Cap ETF worth $10M as of Q2 2026.
  • Drive Wealth Management sold 20,709 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.61M.
  • Vanguard Morningstar Mid-Cap ETF made up 1.79% of Drive Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Drive Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • Drive Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $11.9M in Q2 2025.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.