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

Dynamic Wealth Strategies’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	$2.53M	Buy	31,410 +686	+2%	+$53.2K	1.35%	19
2026 Q1	$2.21M	Buy	30,724 +1,500	+5%	+$111K	1.28%	19
2025 Q4	$2.12M	Buy	29,224 +10,700	+58%	+$778K	1.26%	20
2025 Q3	$1.36M	Buy	18,524 +668	+4%	+$48K	0.91%	26
2025 Q2	$1.25M	Buy	17,856 +3,612	+25%	+$237K	0.9%	26
2025 Q1	$921K	Buy	+14,244	New	+$956K	0.77%	26

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

Dynamic Wealth Strategies's VO Position: Q2 2026 in Review

Dynamic Wealth Strategies increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.2% in Q2 2026, buying an estimated $53.2K and bringing the position to 31,410 shares worth $2.53M. The position accounts for 1.35% of the portfolio, ranked #19.

Dynamic Wealth Strategies first reported a position in VO in Q1 2025 and has held it in 6 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Dynamic Wealth Strategies held 31,410 shares of Vanguard Morningstar Mid-Cap ETF worth $2.53M as of Q2 2026.
Dynamic Wealth Strategies bought 686 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $53.2K.
Vanguard Morningstar Mid-Cap ETF made up 1.35% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #19 holding.
Dynamic Wealth Strategies first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.