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

Flywheel 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	$3.51M	Sell	43,558 -338	-0.8%	-$26.2K	1.73%	13
2026 Q1	$3.15M	Sell	43,896 -104	-0.2%	-$7.73K	1.8%	13
2025 Q4	$3.19M	Sell	44,000 -100	-0.2%	-$7.27K	1.99%	13
2025 Q3	$3.24M	Sell	44,100 -488	-1%	-$35K	2.53%	11
2025 Q2	$3.12M	Sell	44,588 -1,272	-3%	-$83.5K	2.5%	11
2025 Q1	$2.97M	Buy	45,860 +44	+0.1%	+$2.95K	2.7%	10
2024 Q4	$3.03M	Buy	+45,816	New	+$3.11M	2.78%	10

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

Flywheel Private Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.77% in Q2 2026, selling an estimated $26.2K and leaving 43,558 shares worth $3.51M. The position accounts for 1.73% of the portfolio, ranked #13.

Flywheel Private Wealth first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Flywheel Private Wealth held 43,558 shares of Vanguard Morningstar Mid-Cap ETF worth $3.51M as of Q2 2026.
Flywheel Private Wealth sold 338 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $26.2K.
Vanguard Morningstar Mid-Cap ETF made up 1.73% of Flywheel Private Wealth's portfolio in Q2 2026, its #13 holding.
Flywheel Private Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.