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Global Wealth Strategies & Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-868
Closed -$62.4K – 462
2026
Q1 		$62.4K Sell
868
-32
-4% -$2.38K 0.02% 151
2025
Q4 		$65.2K Sell
900
-2,520
-74% -$183K 0.02% 133
2025
Q3 		$251K Buy
3,420
+3,300
+2,750% +$237K 0.06% 65
2025
Q2 		$8.39K Sell
120
-108
-47% -$7.09K ﹤0.01% 234
2025
Q1 		$14.7K Sell
228
-108
-32% -$7.25K ﹤0.01% 208
2024
Q4 		$22.2K Sell
336
-60
-15% -$4.07K 0.01% 160
2024
Q3 		$26.1K Buy
396
+96
+32% +$6.03K 0.01% 129
2024
Q2 		$18.2K Sell
300
-20
-6% -$1.22K 0.01% 131
2024
Q1 		$20K Buy
320
+20
+7% +$1.18K 0.01% 132
2023
Q4 		$17.4K Hold
300
– – 0.01% 131
2023
Q3 		$15.6K Sell
300
-8
-3% -$439 0.01% 129
2023
Q2 		$17K Buy
308
+8
+3% +$419 0.01% 126
2023
Q1 		$15.8K Hold
300
– – 0.01% 128
2022
Q4 		$15.3K Buy
+300
New +$15.3K 0.01% 120

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 22.9% 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

Global Wealth Strategies & Associates's VO Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 868 shares — an estimated $62.4K sold.

Global Wealth Strategies & Associates first reported a position in VO in Q4 2022 and held it in 14 quarters. The position peaked at $251K in Q3 2025. 2,493 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 868 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $62.4K.
  • Global Wealth Strategies & Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and held it in 14 quarters.
  • Global Wealth Strategies & Associates's Vanguard Morningstar Mid-Cap ETF position peaked at $251K in Q3 2025.
  • 2,493 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.