Elevatus Welath Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Elevatus Welath 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	$890K	Buy	11,047 +3,195	+41%	+$248K	0.22%	93
2026 Q1	$564K	Sell	7,852 -7,648	-49%	-$568K	0.3%	63
2025 Q4	$1.12M	Buy	15,500 +3,376	+28%	+$246K	0.31%	63
2025 Q3	$890K	Buy	12,124 +2,204	+22%	+$158K	0.26%	57
2025 Q2	$694K	Buy	9,920 +2,384	+32%	+$156K	0.23%	54
2025 Q1	$487K	Sell	7,536 -9,644	-56%	-$647K	0.28%	54
2024 Q4	$1.13M	Buy	17,180 +11,864	+223%	+$805K	0.39%	34
2024 Q3	$351K	Buy	+5,316	New	+$334K	0.11%	68

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 22.9% 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

Elevatus Welath Management's VO Position: Q2 2026 in Review

Elevatus Welath Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 41% in Q2 2026, buying an estimated $248K and bringing the position to 11,047 shares worth $890K. The position accounts for 0.22% of the portfolio, ranked #93.

Elevatus Welath Management first reported a position in VO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.13M in Q4 2024. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Elevatus Welath Management held 11,047 shares of Vanguard Morningstar Mid-Cap ETF worth $890K as of Q2 2026.
Elevatus Welath Management bought 3,195 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $248K.
Vanguard Morningstar Mid-Cap ETF made up 0.22% of Elevatus Welath Management's portfolio in Q2 2026, its #93 holding.
Elevatus Welath Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Elevatus Welath Management's Vanguard Morningstar Mid-Cap ETF position peaked at $1.13M in Q4 2024.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.