EW
VO icon

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

Evoke 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 		– Sell
-46,412
Closed -$3.33M – 640
2026
Q1 		$3.33M Sell
46,412
-1,104
-2% -$82K 0.06% 115
2025
Q4 		$3.45M Sell
47,516
-28,424
-37% -$2.07M 0.06% 118
2025
Q3 		$5.6M Buy
75,940
+26,764
+54% +$1.92M 0.11% 82
2025
Q2 		$3.45M Sell
49,176
-944
-2% -$62K 0.08% 103
2025
Q1 		$3.24M Buy
50,120
+6,084
+14% +$408K 0.08% 99
2024
Q4 		$2.91M Buy
44,036
+9,084
+26% +$617K 0.08% 104
2024
Q3 		$2.31M Buy
+34,952
New +$2.19M 0.06% 113
2024
Q2 		– Sell
-33,824
Closed -$2.11M – 384
2024
Q1 		$2.11M Buy
+33,824
New +$2M 0.06% 108
2023
Q4 		– Sell
-114,692
Closed -$5.97M – 354
2023
Q3 		$5.97M Buy
114,692
+81,112
+242% +$4.45M 0.21% 56
2023
Q2 		$1.85M Buy
33,580
+3,300
+11% +$173K 0.06% 112
2023
Q1 		$1.6M Sell
30,280
-2,028
-6% -$108K 0.06% 125
2022
Q4 		$1.65M Sell
32,308
-1,420
-4% -$72.3K 0.06% 125
2022
Q3 		$1.58M Buy
33,728
+156
+0.5% +$8.15K 0.06% 114
2022
Q2 		$1.65M Buy
33,572
+27,892
+491% +$1.51M 0.06% 119
2022
Q1 		$338K Hold
5,680
– – 0.01% 273
2021
Q4 		$362K Hold
5,680
– – 0.01% 275
2021
Q3 		$336K Hold
5,680
– – 0.01% 270
2021
Q2 		$337K Hold
5,680
– – 0.01% 284
2021
Q1 		$314K Sell
5,680
-160
-3% -$8.68K 0.01% 262
2020
Q4 		$302K Buy
5,840
+160
+3% +$7.75K 0.02% 197
2020
Q3 		$250K Hold
5,680
– – 0.02% 191
2020
Q2 		$233K Hold
5,680
– – 0.02% 183
2020
Q1 		$187K Buy
+5,680
New +$235K 0.03% 191
2019
Q4 		– Sell
-5,680
Closed -$238K – 1475
2019
Q3 		$238K Buy
+5,680
New +$237K 0.03% 230

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

Evoke Wealth's VO Position: Q2 2026 in Review

Evoke Wealth sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 46,412 shares — an estimated $3.33M sold.

Evoke Wealth first reported a position in VO in Q3 2019 and held it in 24 quarters. The position peaked at $5.97M in Q3 2023. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Evoke Wealth reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 46,412 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $3.33M.
  • Evoke Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2019 and held it in 24 quarters.
  • Evoke Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $5.97M in Q3 2023.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.