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

Equity Wealth Partners’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	$31.3M	Buy	388,640 +145,816	+60%	+$11.3M	11.25%	1
2026 Q1	$17.4M	Buy	242,824 +15,656	+7%	+$1.16M	11.27%	1
2025 Q4	$16.5M	Buy	227,168 +78,636	+53%	+$5.72M	10.69%	1
2025 Q3	$10.9M	Buy	+148,532	New	+$10.7M	8.85%	1

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

Equity Wealth Partners's VO Position: Q2 2026 in Review

Equity Wealth Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 60% in Q2 2026, buying an estimated $11.3M and bringing the position to 388,640 shares worth $31.3M. The position accounts for 11.25% of the portfolio, ranked #1.

Equity Wealth Partners first reported a position in VO in Q3 2025 and has held it in 4 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Equity Wealth Partners held 388,640 shares of Vanguard Morningstar Mid-Cap ETF worth $31.3M as of Q2 2026.
Equity Wealth Partners bought 145,816 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $11.3M.
Vanguard Morningstar Mid-Cap ETF made up 11.25% of Equity Wealth Partners's portfolio in Q2 2026, its #1 holding.
Equity Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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