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

EPG Wealth 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	$475K	Buy	5,893 +1	+0%	+$78	0.11%	146
2026 Q1	$423K	Hold	5,892	–	–	0.11%	150
2025 Q4	$427K	Sell	5,892 -12	-0.2%	-$873	0.12%	149
2025 Q3	$434K	Buy	5,904 +316	+6%	+$22.7K	0.12%	151
2025 Q2	$391K	Hold	5,588	–	–	0.12%	150
2025 Q1	$361K	Hold	5,588	–	–	0.1%	181
2024 Q4	$369K	Hold	5,588	–	–	0.1%	178
2024 Q3	$369K	Buy	+5,588	New	+$351K	0.09%	183
2024 Q2	–	Sell	-5,400	Closed	-$328K	–	197
2024 Q1	$337K	Buy	5,400 +372	+7%	+$22K	0.08%	202
2023 Q4	$291K	Sell	5,028 -840	-14%	-$44.9K	0.08%	208
2023 Q3	$305K	Buy	5,868 +8	+0.1%	+$439	0.09%	190
2023 Q2	$322K	Sell	5,860 -212	-3%	-$11.1K	0.1%	186
2023 Q1	$320K	Buy	6,072 +232	+4%	+$12.3K	0.1%	179
2022 Q4	$298K	Buy	5,840 +280	+5%	+$14.3K	0.11%	165
2022 Q3	$261K	Sell	5,560 -64	-1%	-$3.35K	0.11%	171
2022 Q2	$277K	Sell	5,624 -492	-8%	-$26.6K	0.12%	165
2022 Q1	$364K	Buy	6,116 +4	+0.1%	+$235	0.13%	150
2021 Q4	$389K	Hold	6,112	–	–	0.14%	139
2021 Q3	$362K	Hold	6,112	–	–	0.15%	139
2021 Q2	$363K	Hold	6,112	–	–	0.15%	137
2021 Q1	$338K	Buy	+6,112	New	+$332K	0.16%	131
2020 Q2	–	Sell	-1,464	Closed	-$48K	–	753
2020 Q1	$48K	Sell	1,464 -876	-37%	-$36.3K	0.04%	287
2019 Q4	$104K	Buy	+2,340	New	+$100K	0.08%	150

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

EPG Wealth Management's VO Position: Q2 2026 in Review

EPG Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.02% in Q2 2026, buying an estimated $78 and bringing the position to 5,893 shares worth $475K. The position accounts for 0.11% of the portfolio, ranked #146.

EPG Wealth Management first reported a position in VO in Q4 2019 and has held it in 23 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

EPG Wealth Management held 5,893 shares of Vanguard Morningstar Mid-Cap ETF worth $475K as of Q2 2026.
EPG Wealth Management bought 1 Vanguard Morningstar Mid-Cap ETF share in Q2 2026, an estimated $78.
Vanguard Morningstar Mid-Cap ETF made up 0.11% of EPG Wealth Management's portfolio in Q2 2026, its #146 holding.
EPG Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 23 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.