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

Fidato 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 		$44.9M Sell
557,784
-3,176
-0.6% -$246K 26.26% 2
2026
Q1 		$40.3M Buy
560,960
+7,140
+1% +$530K 26.15% 2
2025
Q4 		$40.2M Buy
553,820
+14,816
+3% +$1.08M 25.67% 2
2025
Q3 		$39.6M Buy
539,004
+14,028
+3% +$1.01M 26.02% 2
2025
Q2 		$36.7M Buy
524,976
+24,288
+5% +$1.59M 26.24% 2
2025
Q1 		$32.4M Buy
500,688
+8,288
+2% +$556K 24.77% 2
2024
Q4 		$32.5M Buy
492,400
+10,292
+2% +$699K 24.38% 2
2024
Q3 		$31.8M Buy
482,108
+4,964
+1% +$312K 25.54% 2
2024
Q2 		$28.9M Buy
477,144
+6,984
+1% +$424K 25.5% 2
2024
Q1 		$29.4M Sell
470,160
-548
-0.1% -$32.4K 26.33% 2
2023
Q4 		$27.4M Buy
+470,708
New +$25.1M 26.13% 2
2022
Q4 		$21.1M Buy
414,184
+7,132
+2% +$363K 26.49% 2
2022
Q3 		$19.1M Buy
407,052
+6,100
+2% +$319K 26.17% 2
2022
Q2 		$19.8M Sell
400,952
-2,904
-0.7% -$157K 25.8% 2
2022
Q1 		$24M Buy
403,856
+12,368
+3% +$726K 26.2% 2
2021
Q4 		$24.9M Buy
+391,488
New +$24.5M 26.54% 2

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

Fidato Wealth's VO Position: Q2 2026 in Review

Fidato Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.57% in Q2 2026, selling an estimated $246K and leaving 557,784 shares worth $44.9M. The position accounts for 26.26% of the portfolio, ranked #2.

Fidato Wealth first reported a position in VO in Q4 2021 and has held it in 16 quarters since. 2,485 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Fidato Wealth held 557,784 shares of Vanguard Morningstar Mid-Cap ETF worth $44.9M as of Q2 2026.
  • Fidato Wealth sold 3,176 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $246K.
  • Vanguard Morningstar Mid-Cap ETF made up 26.26% of Fidato Wealth's portfolio in Q2 2026, its #2 holding.
  • Fidato Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 16 quarters since.
  • 2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Fidato Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.