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

Gen-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	$8.7K	Hold	108	–	–	﹤0.01%	565
2026 Q1	$7.75K	Hold	108	–	–	﹤0.01%	562
2025 Q4	$7.84K	Hold	108	–	–	﹤0.01%	538
2025 Q3	$7.93K	Hold	108	–	–	﹤0.01%	530
2025 Q2	$7.55K	Buy	+108	New	+$7.09K	﹤0.01%	477
2025 Q1	–	Sell	-472	Closed	-$31.2K	–	668
2024 Q4	$31.2K	Sell	472 -640	-58%	-$43.4K	0.01%	400
2024 Q3	$73.9K	Hold	1,112	–	–	0.03%	335
2024 Q2	$67.3K	Hold	1,112	–	–	0.03%	350
2024 Q1	$69.5K	Buy	+1,112	New	+$65.7K	0.03%	346

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

Gen-Wealth Partners's VO Position: Q2 2026 in Review

Gen-Wealth Partners held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 108 shares worth $8.7K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Gen-Wealth Partners first reported a position in VO in Q1 2024 and has held it in 9 quarters since. The position peaked at $73.9K in Q3 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Gen-Wealth Partners held 108 shares of Vanguard Morningstar Mid-Cap ETF worth $8.7K as of Q2 2026.
Gen-Wealth Partners left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #565 holding.
Gen-Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $73.9K in Q3 2024.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.