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

ForthRight 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	$15.8M	Buy	196,127 +6,335	+3%	+$491K	4.04%	10
2026 Q1	$13.6M	Buy	189,792 +1,496	+0.8%	+$111K	3.87%	10
2025 Q4	$13.7M	Buy	188,296 +2,868	+2%	+$209K	3.93%	10
2025 Q3	$13.6M	Buy	185,428 +5,556	+3%	+$399K	3.96%	10
2025 Q2	$12.6M	Buy	179,872 +13,664	+8%	+$897K	3.92%	10
2025 Q1	$10.7M	Buy	166,208 +6,244	+4%	+$419K	3.6%	9
2024 Q4	$10.6M	Buy	159,964 +2,476	+2%	+$168K	3.52%	9
2024 Q3	$10.4M	Buy	157,488 +9,088	+6%	+$571K	3.46%	9
2024 Q2	$8.98M	Buy	148,400 +10,748	+8%	+$653K	3.23%	9
2024 Q1	$8.6M	Buy	137,652 +2,988	+2%	+$177K	3.09%	8
2023 Q4	$7.83M	Buy	134,664 +8,044	+6%	+$430K	3.03%	8
2023 Q3	$6.59M	Buy	126,620 +2,860	+2%	+$157K	2.84%	10
2023 Q2	$6.81M	Buy	123,760 +88,572	+252%	+$4.64M	2.85%	10
2023 Q1	$1.86M	Buy	+35,188	New	+$1.87M	0.85%	23

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

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

ForthRight Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.3% in Q2 2026, buying an estimated $491K and bringing the position to 196,127 shares worth $15.8M. The position accounts for 4.04% of the portfolio, ranked #10.

ForthRight Wealth Management first reported a position in VO in Q1 2023 and has held it in 14 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

ForthRight Wealth Management held 196,127 shares of Vanguard Morningstar Mid-Cap ETF worth $15.8M as of Q2 2026.
ForthRight Wealth Management bought 6,335 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $491K.
Vanguard Morningstar Mid-Cap ETF made up 4.04% of ForthRight Wealth Management's portfolio in Q2 2026, its #10 holding.
ForthRight Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.