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

Forefront Wealth Partners’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	$1.79M	Buy	22,216 +396	+2%	+$30.7K	0.55%	51
2026 Q1	$1.57M	Buy	21,820 +3,172	+17%	+$236K	0.66%	39
2025 Q4	$1.35M	Sell	18,648 -364	-2%	-$26.5K	0.64%	40
2025 Q3	$1.4M	Sell	19,012 -2,892	-13%	-$208K	0.35%	69
2025 Q2	$1.45M	Sell	21,904 -244	-1%	-$16K	0.99%	29
2025 Q1	$1.43M	Buy	22,148 +244	+1%	+$16.4K	0.97%	27
2024 Q4	$1.45M	Buy	+21,904	New	+$1.49M	1.08%	26

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Forefront Wealth Partners's VO Position: Q2 2026 in Review

Forefront Wealth Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.8% in Q2 2026, buying an estimated $30.7K and bringing the position to 22,216 shares worth $1.79M. The position accounts for 0.55% of the portfolio, ranked #51.

Forefront Wealth Partners first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Forefront Wealth Partners held 22,216 shares of Vanguard Morningstar Mid-Cap ETF worth $1.79M as of Q2 2026.
Forefront Wealth Partners bought 396 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $30.7K.
Vanguard Morningstar Mid-Cap ETF made up 0.55% of Forefront Wealth Partners's portfolio in Q2 2026, its #51 holding.
Forefront Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.