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

Element 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	$339K	Buy	4,210 +6	+0.1%	+$465	0.13%	155
2026 Q1	$302K	Hold	4,204	–	–	0.12%	162
2025 Q4	$305K	Buy	4,204 +4	+0.1%	+$291	0.13%	153
2025 Q3	$309K	Buy	4,200 +4	+0.1%	+$287	0.13%	142
2025 Q2	$294K	Hold	4,196	–	–	0.14%	129
2025 Q1	$271K	Buy	4,196 +4	+0.1%	+$268	0.15%	125
2024 Q4	$277K	Buy	4,192 +4	+0.1%	+$272	0.14%	119
2024 Q3	$276K	Sell	4,188 -24	-0.6%	-$1.51K	0.15%	117
2024 Q2	$255K	Sell	4,212 -820	-16%	-$49.8K	0.14%	119
2024 Q1	$314K	Buy	5,032 +4	+0.1%	+$236	0.18%	100
2023 Q4	$292K	Buy	5,028 +4	+0.1%	+$214	0.18%	99
2023 Q3	$262K	Buy	5,024 +4	+0.1%	+$219	0.19%	99
2023 Q2	$276K	Buy	5,020 +4	+0.1%	+$210	0.19%	93
2023 Q1	$265K	Sell	5,016 -204	-4%	-$10.9K	0.2%	93
2022 Q4	$266K	Buy	5,220 +204	+4%	+$10.4K	0.22%	90
2022 Q3	$236K	Buy	5,016 +8	+0.2%	+$418	0.22%	83
2022 Q2	$247K	Hold	5,008	–	–	0.25%	84
2022 Q1	$298K	Sell	5,008 -56	-1%	-$3.29K	0.24%	81
2021 Q4	$323K	Buy	5,064 +1,100	+28%	+$69K	0.24%	72
2021 Q3	$235K	Hold	3,964	–	–	0.19%	88
2021 Q2	$235K	Buy	3,964 +4	+0.1%	+$232	0.18%	87
2021 Q1	$219K	Hold	3,960	–	–	0.18%	87
2020 Q4	$205K	Hold	3,960	–	–	0.19%	86
2020 Q3	$174K	Hold	3,960	–	–	0.19%	87
2020 Q2	$162K	Buy	3,960 +800	+25%	+$30.6K	0.19%	83
2020 Q1	$104K	Sell	3,160 -172	-5%	-$7.12K	0.14%	84
2019 Q4	$148K	Buy	+3,332	New	+$143K	0.15%	75

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

Element Wealth's VO Position: Q2 2026 in Review

Element Wealth increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.14% in Q2 2026, buying an estimated $465 and bringing the position to 4,210 shares worth $339K. The position accounts for 0.13% of the portfolio, ranked #155.

Element Wealth first reported a position in VO in Q4 2019 and has held it in 27 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Element Wealth held 4,210 shares of Vanguard Morningstar Mid-Cap ETF worth $339K as of Q2 2026.
Element Wealth bought 6 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $465.
Vanguard Morningstar Mid-Cap ETF made up 0.13% of Element Wealth's portfolio in Q2 2026, its #155 holding.
Element Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.