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

Evolve Private 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
-4,208
Closed -$302K – 1232
2026
Q1 		$302K Buy
4,208
+372
+10% +$27.6K 0.02% 783
2025
Q4 		$278K Buy
+3,836
New +$279K 0.02% 765

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

Evolve Private Wealth's VO Position: Q2 2026 in Review

Evolve Private Wealth sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 4,208 shares — an estimated $302K sold.

Evolve Private Wealth first reported a position in VO in Q4 2025 and held it in 2 quarters. The position peaked at $302K in Q1 2026. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Evolve Private Wealth reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 4,208 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $302K.
  • Evolve Private Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $302K in Q1 2026.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.