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

Echo 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	$298K	Hold	3,696	–	–	0.15%	40
2026 Q1	$265K	Sell	3,696 -368	-9%	-$27.3K	0.15%	40
2025 Q4	$295K	Hold	4,064	–	–	0.17%	39
2025 Q3	$298K	Hold	4,064	–	–	0.17%	39
2025 Q2	$284K	Hold	4,064	–	–	0.17%	40
2025 Q1	$263K	Sell	4,064 -28	-0.7%	-$1.88K	0.18%	42
2024 Q4	$270K	Hold	4,092	–	–	0.19%	40
2024 Q3	$270K	Sell	4,092 -2,712	-40%	-$170K	0.19%	39
2024 Q2	$412K	Hold	6,804	–	–	0.31%	31
2024 Q1	$425K	Sell	6,804 -316	-4%	-$18.7K	0.35%	29
2023 Q4	$411K	Sell	7,120 -88	-1%	-$4.7K	0.38%	30
2023 Q3	$375K	Sell	7,208 -40	-0.6%	-$2.19K	0.4%	30
2023 Q2	$410K	Sell	7,248 -1,436	-17%	-$75.3K	0.44%	30
2023 Q1	$458K	Sell	8,684 -580	-6%	-$30.9K	0.51%	28
2022 Q4	$497K	Sell	9,264 -6,104	-40%	-$311K	0.53%	29
2022 Q3	$751K	Sell	15,368 -69,500	-82%	-$3.63M	0.99%	25
2022 Q2	$4.31M	Buy	84,868 +5,660	+7%	+$306K	5.77%	5
2022 Q1	$4.59M	Buy	79,208 +5,828	+8%	+$342K	5.4%	5
2021 Q4	$4.5M	Buy	73,380 +1,436	+2%	+$90K	5.13%	6
2021 Q3	$4.34M	Buy	71,944 +5,480	+8%	+$331K	5.15%	7
2021 Q2	$3.92M	Sell	66,464 -1,724	-3%	-$99.9K	5%	7
2021 Q1	$3.77M	Buy	68,188 +6,584	+11%	+$357K	4.75%	7
2020 Q4	$3.18M	Buy	+61,604	New	+$2.98M	4.16%	7

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

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

Echo Wealth Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 3,696 shares worth $298K. The position accounts for 0.15% of the portfolio, ranked #40.

Echo Wealth Management first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.59M in Q1 2022. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Echo Wealth Management held 3,696 shares of Vanguard Morningstar Mid-Cap ETF worth $298K as of Q2 2026.
Echo Wealth Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.15% of Echo Wealth Management's portfolio in Q2 2026, its #40 holding.
Echo Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Echo Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $4.59M in Q1 2022.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Echo Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.