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

Forza 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	$1.07M	Buy	13,315 +1,215	+10%	+$94.2K	0.33%	69
2026 Q1	$869K	Buy	12,100 +1,268	+12%	+$94.2K	0.3%	79
2025 Q4	$786K	Buy	10,832 +3,520	+48%	+$256K	0.28%	82
2025 Q3	$537K	Buy	+7,312	New	+$525K	0.21%	114

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

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

Forza Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 10% in Q2 2026, buying an estimated $94.2K and bringing the position to 13,315 shares worth $1.07M. The position accounts for 0.33% of the portfolio, ranked #69.

Forza Wealth Management first reported a position in VO in Q3 2025 and has held it in 4 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Forza Wealth Management held 13,315 shares of Vanguard Morningstar Mid-Cap ETF worth $1.07M as of Q2 2026.
Forza Wealth Management bought 1,215 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $94.2K.
Vanguard Morningstar Mid-Cap ETF made up 0.33% of Forza Wealth Management's portfolio in Q2 2026, its #69 holding.
Forza Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.