Greykasell Wealth Strategies’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Greykasell Wealth Strategies’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	$27.7K	Hold	344	–	–	0.01%	284
2026 Q1	$24.7K	Sell	344 -28	-8%	-$2.08K	0.01%	311
2025 Q4	$27K	Buy	372 +28	+8%	+$2.04K	0.01%	283
2025 Q3	$25.3K	Sell	344 -392	-53%	-$28.2K	0.01%	246
2025 Q2	$51.5K	Sell	736 -1,064	-59%	-$69.8K	0.02%	191
2025 Q1	$116K	Buy	+1,800	New	+$121K	0.06%	144

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

Greykasell Wealth Strategies's VO Position: Q2 2026 in Review

Greykasell Wealth Strategies held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 344 shares worth $27.7K. The position accounts for 0.01% of the portfolio, ranked #284.

Greykasell Wealth Strategies first reported a position in VO in Q1 2025 and has held it in 6 quarters since. The position peaked at $116K in Q1 2025. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Greykasell Wealth Strategies held 344 shares of Vanguard Morningstar Mid-Cap ETF worth $27.7K as of Q2 2026.
Greykasell Wealth Strategies left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #284 holding.
Greykasell Wealth Strategies first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Greykasell Wealth Strategies's Vanguard Morningstar Mid-Cap ETF position peaked at $116K in Q1 2025.
2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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