EPG Wealth Management
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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
Q3 		$462K Buy
5,894
+1
+0% +$81 0.11% 146
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% -$3.34K 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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

EPG Wealth Management's VO Position: Q3 2026 in Review

EPG Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.02% in Q3 2026, buying an estimated $81 and bringing the position to 5,894 shares worth $462K. 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 24 quarters since. The position peaked at $475K in Q2 2026. 1,745 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • EPG Wealth Management held 5,894 shares of Vanguard Morningstar Mid-Cap ETF worth $462K as of Q3 2026.
  • EPG Wealth Management bought 1 Vanguard Morningstar Mid-Cap ETF share in Q3 2026, an estimated $81.
  • Vanguard Morningstar Mid-Cap ETF made up 0.11% of EPG Wealth Management's portfolio in Q3 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 24 quarters since.
  • EPG Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $475K in Q2 2026.
  • 1,745 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on EPG Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.