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

Fonville Wealth Management’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 		$9.21M Buy
114,370
+886
+0.8% +$68.7K 1.5% 22
2026
Q1 		$8.15M Sell
113,484
-280
-0.2% -$20.8K 1.55% 21
2025
Q4 		$8.25M Buy
113,764
+936
+0.8% +$68.1K 1.69% 22
2025
Q3 		$8.29M Sell
112,828
-312
-0.3% -$22.4K 1.87% 18
2025
Q2 		$7.92M Buy
113,140
+7,116
+7% +$467K 2.01% 18
2025
Q1 		$6.83M Buy
106,024
+2,920
+3% +$196K 2.01% 17
2024
Q4 		$6.81M Buy
103,104
+4,436
+4% +$301K 2.25% 15
2024
Q3 		$6.51M Buy
98,668
+3,124
+3% +$196K 2.25% 15
2024
Q2 		$5.79M Buy
95,544
+8,776
+10% +$533K 2.29% 13
2024
Q1 		$5.42M Buy
86,768
+8,000
+10% +$473K 2.4% 13
2023
Q4 		$4.58M Buy
+78,768
New +$4.21M 2.43% 13

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

Fonville Wealth Management's VO Position: Q2 2026 in Review

Fonville Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.78% in Q2 2026, buying an estimated $68.7K and bringing the position to 114,370 shares worth $9.21M. The position accounts for 1.5% of the portfolio, ranked #22.

Fonville Wealth Management first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Fonville Wealth Management held 114,370 shares of Vanguard Morningstar Mid-Cap ETF worth $9.21M as of Q2 2026.
  • Fonville Wealth Management bought 886 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $68.7K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.5% of Fonville Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Fonville Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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