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

GeoWealth 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 		$26.7M Buy
331,122
+10,794
+3% +$837K 0.84% 21
2026
Q1 		$23M Buy
320,328
+4,408
+1% +$328K 0.83% 22
2025
Q4 		$22.9M Sell
315,920
-6,096
-2% -$443K 0.84% 21
2025
Q3 		$23.6M Sell
322,016
-9,956
-3% -$715K 0.86% 21
2025
Q2 		$23.2M Buy
331,972
+33,168
+11% +$2.18M 0.91% 21
2025
Q1 		$19.3M Sell
298,804
-70,556
-19% -$4.73M 0.78% 23
2024
Q4 		$24.4M Buy
369,360
+22,744
+7% +$1.54M 0.8% 23
2024
Q3 		$22.9M Buy
346,616
+72,300
+26% +$4.54M 0.81% 24
2024
Q2 		$16.6M Buy
274,316
+5,220
+2% +$317K 0.72% 26
2024
Q1 		$16.8M Buy
269,096
+257,676
+2,256% +$15.2M 0.65% 35
2023
Q4 		$664K Buy
11,420
+9,448
+479% +$505K 0.05% 279
2023
Q3 		$102K Sell
1,972
-168
-8% -$9.21K 0.01% 330
2023
Q2 		$116K Buy
2,140
+672
+46% +$35.2K 0.01% 278
2023
Q1 		$77K Buy
+1,468
New +$78.1K 0.01% 264
2022
Q1 		– Sell
-3,252
Closed -$209K – 431
2021
Q4 		$209K Sell
3,252
-3,256
-50% -$204K 0.02% 266
2021
Q3 		$385K Buy
+6,508
New +$393K 0.03% 244
2019
Q4 		– Sell
-5,496
Closed -$231K – 221
2019
Q3 		$231K Buy
+5,496
New +$230K 0.05% 186

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

GeoWealth Management's VO Position: Q2 2026 in Review

GeoWealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.4% in Q2 2026, buying an estimated $837K and bringing the position to 331,122 shares worth $26.7M. The position accounts for 0.84% of the portfolio, ranked #21.

GeoWealth Management first reported a position in VO in Q3 2019 and has held it in 17 quarters since. 2,480 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • GeoWealth Management held 331,122 shares of Vanguard Morningstar Mid-Cap ETF worth $26.7M as of Q2 2026.
  • GeoWealth Management bought 10,794 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $837K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.84% of GeoWealth Management's portfolio in Q2 2026, its #21 holding.
  • GeoWealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2019 and has held it in 17 quarters since.
  • 2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.