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

Enzi 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 		$286K Sell
3,537
-15
-0.4% -$1.16K 0.09% 58
2026
Q1 		$255K Buy
3,552
+4
+0.1% +$297 0.09% 58
2025
Q4 		$266K Buy
3,548
+36
+1% +$2.62K 0.09% 61
2025
Q3 		$253K Sell
3,512
-544
-13% -$39.1K 0.09% 59
2025
Q2 		$286K Buy
4,056
+16
+0.4% +$1.05K 0.1% 54
2025
Q1 		$256K Sell
4,040
-560
-12% -$37.6K 0.1% 54
2024
Q4 		$318K Sell
4,600
-4
-0.1% -$272 0.12% 51
2024
Q3 		$309K Buy
4,604
+84
+2% +$5.27K 0.12% 50
2024
Q2 		$273K Buy
4,520
+220
+5% +$13.4K 0.12% 54
2024
Q1 		$255K Buy
4,300
+728
+20% +$43K 0.12% 49
2023
Q4 		$206K Sell
3,572
-6,832
-66% -$365K 0.1% 57
2023
Q3 		$537K Sell
10,404
-8,940
-46% -$490K 0.29% 27
2023
Q2 		$1.1M Sell
19,344
-5,792
-23% -$304K 0.56% 19
2023
Q1 		$1.33M Sell
25,136
-27,732
-52% -$1.48M 0.68% 19
2022
Q4 		$2.85M Buy
52,868
+2,504
+5% +$128K 1.36% 13
2022
Q3 		$2.68M Buy
+50,364
New +$2.63M 1.31% 15

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Enzi Wealth's VO Position: Q2 2026 in Review

Enzi Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.42% in Q2 2026, selling an estimated $1.16K and leaving 3,537 shares worth $286K. The position accounts for 0.09% of the portfolio, ranked #58.

Enzi Wealth first reported a position in VO in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.85M in Q4 2022. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Enzi Wealth held 3,537 shares of Vanguard Morningstar Mid-Cap ETF worth $286K as of Q2 2026.
  • Enzi Wealth sold 15 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.16K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.09% of Enzi Wealth's portfolio in Q2 2026, its #58 holding.
  • Enzi Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • Enzi Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $2.85M in Q4 2022.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Enzi Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.