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

Endeavor Private 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	$8.17M	Sell	101,392 -9,492	-9%	-$736K	1.99%	9
2026 Q1	$7.96M	Sell	110,884 -19,020	-15%	-$1.41M	2.28%	8
2025 Q4	$9.43M	Buy	129,904 +6,536	+5%	+$475K	2.7%	5
2025 Q3	$9.09M	Buy	123,368 +97,780	+382%	+$7.02M	2.81%	4
2025 Q2	$1.8M	Sell	25,588 -5,068	-17%	-$333K	0.85%	37
2025 Q1	$1.98M	Buy	+30,656	New	+$2.06M	1.08%	28

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

Endeavor Private Wealth's VO Position: Q2 2026 in Review

Endeavor Private Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8.6% in Q2 2026, selling an estimated $736K and leaving 101,392 shares worth $8.17M. The position accounts for 1.99% of the portfolio, ranked #9.

Endeavor Private Wealth first reported a position in VO in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.43M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Endeavor Private Wealth held 101,392 shares of Vanguard Morningstar Mid-Cap ETF worth $8.17M as of Q2 2026.
Endeavor Private Wealth sold 9,492 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $736K.
Vanguard Morningstar Mid-Cap ETF made up 1.99% of Endeavor Private Wealth's portfolio in Q2 2026, its #9 holding.
Endeavor Private Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Endeavor Private Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $9.43M in Q4 2025.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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