Geometric Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Geometric Wealth Advisors’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	$657K	Sell	8,158 -2	-0%	-$155	0.07%	45
2026 Q1	$586K	Hold	8,160	–	–	0.07%	45
2025 Q4	$592K	Hold	8,160	–	–	0.08%	45
2025 Q3	$599K	Hold	8,160	–	–	0.08%	42
2025 Q2	$571K	Sell	8,160 -44	-0.5%	-$2.89K	0.09%	39
2025 Q1	$530K	Buy	8,204 +4,124	+101%	+$277K	0.09%	42
2024 Q4	$269K	Buy	4,080 +256	+7%	+$17.4K	0.05%	63
2024 Q3	$252K	Hold	3,824	–	–	0.05%	59
2024 Q2	$231K	Buy	3,824 +164	+4%	+$9.97K	0.05%	56
2024 Q1	$229K	Hold	3,660	–	–	0.05%	44
2023 Q4	$213K	Buy	+3,660	New	+$196K	0.06%	42
2023 Q3	–	Sell	-3,660	Closed	-$206K	–	39
2023 Q2	$206K	Buy	+3,660	New	+$192K	0.06%	37

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

Geometric Wealth Advisors's VO Position: Q2 2026 in Review

Geometric Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.02% in Q2 2026, selling an estimated $155 and leaving 8,158 shares worth $657K. The position accounts for 0.07% of the portfolio, ranked #45.

Geometric Wealth Advisors first reported a position in VO in Q2 2023 and has held it in 12 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Geometric Wealth Advisors held 8,158 shares of Vanguard Morningstar Mid-Cap ETF worth $657K as of Q2 2026.
Geometric Wealth Advisors sold 2 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $155.
Vanguard Morningstar Mid-Cap ETF made up 0.07% of Geometric Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Geometric Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and has held it in 12 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.