Elwood & Goetz Wealth Advisory Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$8.63M	Buy	107,137 +949	+0.9%	+$73.6K	1.28%	17
2026 Q1	$7.62M	Sell	106,188 -2,080	-2%	-$155K	1.29%	14
2025 Q4	$7.86M	Sell	108,268 -2,760	-2%	-$201K	1.38%	14
2025 Q3	$8.15M	Sell	111,028 -1,692	-2%	-$122K	1.57%	13
2025 Q2	$7.89M	Buy	112,720 +480	+0.4%	+$31.5K	1.7%	12
2025 Q1	$7.26M	Buy	112,240 +2,064	+2%	+$139K	1.77%	12
2024 Q4	$7.28M	Buy	110,176 +528	+0.5%	+$35.8K	1.77%	11
2024 Q3	$7.23M	Buy	109,648 +2,176	+2%	+$137K	1.79%	10
2024 Q2	$6.5M	Sell	107,472 -2,676	-2%	-$163K	1.85%	10
2024 Q1	$6.88M	Buy	110,148 +1,432	+1%	+$84.6K	1.67%	14
2023 Q4	$6.32M	Sell	108,716 -1,064	-1%	-$56.8K	1.34%	17
2023 Q3	$5.72M	Buy	109,780 +16,332	+17%	+$896K	1.33%	17
2023 Q2	$5.14M	Sell	93,448 -664	-0.7%	-$34.8K	1.17%	16
2023 Q1	$4.96M	Sell	94,112 -6,920	-7%	-$368K	1.18%	17
2022 Q4	$5.15M	Sell	101,032 -9,668	-9%	-$492K	1.57%	16
2022 Q3	$5.2M	Buy	110,700 +12,068	+12%	+$631K	1.76%	16
2022 Q2	$4.86M	Buy	98,632 +51,564	+110%	+$2.79M	1.62%	19
2022 Q1	$2.8M	Buy	47,068 +3,304	+8%	+$194K	0.87%	17
2021 Q4	$2.79M	Sell	43,764 -344	-0.8%	-$21.6K	0.87%	16
2021 Q3	$2.61M	Sell	44,108 -1,552	-3%	-$93.8K	0.9%	16
2021 Q2	$2.71M	Sell	45,660 -3,076	-6%	-$178K	1.02%	14
2021 Q1	$2.7M	Sell	48,736 -884	-2%	-$48K	1.12%	14
2020 Q4	$2.56M	Sell	49,620 -1,628	-3%	-$78.8K	1.17%	14
2020 Q3	$2.26M	Buy	51,248 +540	+1%	+$23.5K	1.22%	13
2020 Q2	$2.08M	Buy	50,708 +7,876	+18%	+$302K	1.27%	13
2020 Q1	$1.41M	Buy	42,832 +11,868	+38%	+$491K	1.05%	13
2019 Q4	$1.38M	Sell	30,964 -780	-2%	-$33.5K	0.99%	14
2019 Q3	$1.33M	Sell	31,744 -292	-0.9%	-$12.2K	1.05%	14
2019 Q2	$1.34M	Sell	32,036 -1,872	-6%	-$76.6K	1.15%	14
2019 Q1	$1.36M	Sell	33,908 -1,140	-3%	-$43.8K	1.25%	14
2018 Q4	$1.21M	Buy	+35,048	New	+$1.32M	1.28%	13

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

Elwood & Goetz Wealth Advisory Group's VO Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.89% in Q2 2026, buying an estimated $73.6K and bringing the position to 107,137 shares worth $8.63M. The position accounts for 1.28% of the portfolio, ranked #17.

Elwood & Goetz Wealth Advisory Group first reported a position in VO in Q4 2018 and has held it in 31 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 107,137 shares of Vanguard Morningstar Mid-Cap ETF worth $8.63M as of Q2 2026.
Elwood & Goetz Wealth Advisory Group bought 949 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $73.6K.
Vanguard Morningstar Mid-Cap ETF made up 1.28% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #17 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.