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

HB Wealth 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 		$36.8M Buy
456,294
+1,710
+0.4% +$133K 0.21% 61
2026
Q1 		$32.6M Sell
454,584
-8,264
-2% -$614K 0.21% 61
2025
Q4 		$33.6M Sell
462,848
-10,080
-2% -$733K 0.22% 60
2025
Q3 		$34.7M Buy
472,928
+53,632
+13% +$3.85M 0.24% 58
2025
Q2 		$29.3M Sell
419,296
-47,288
-10% -$3.1M 0.23% 57
2025
Q1 		$30.2M Buy
466,584
+90,628
+24% +$6.08M 0.25% 55
2024
Q4 		$24.8M Buy
375,956
+8,660
+2% +$588K 0.25% 48
2024
Q3 		$24.2M Sell
367,296
-10,372
-3% -$651K 0.26% 44
2024
Q2 		$22.9M Sell
377,668
-12,892
-3% -$783K 0.27% 44
2024
Q1 		$24.4M Sell
390,560
-20,448
-5% -$1.21M 0.31% 37
2023
Q4 		$23.9M Buy
411,008
+7,040
+2% +$376K 0.34% 32
2023
Q3 		$21M Sell
403,968
-12,592
-3% -$691K 0.34% 33
2023
Q2 		$22.9M Buy
416,560
+352
+0.1% +$18.5K 0.37% 30
2023
Q1 		$21.9M Sell
416,208
-12,372
-3% -$658K 0.38% 28
2022
Q4 		$21.8M Sell
428,580
-8,164
-2% -$416K 0.4% 29
2022
Q3 		$20.5M Buy
436,744
+19,140
+5% +$1M 0.44% 23
2022
Q2 		$20.6M Sell
417,604
-29,192
-7% -$1.58M 0.42% 24
2022
Q1 		$26.6M Buy
446,796
+364,460
+443% +$21.4M 0.49% 21
2021
Q4 		$5.24M Buy
+82,336
New +$5.16M 0.11% 82

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

HB Wealth Management's VO Position: Q2 2026 in Review

HB Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.38% in Q2 2026, buying an estimated $133K and bringing the position to 456,294 shares worth $36.8M. The position accounts for 0.21% of the portfolio, ranked #61.

HB Wealth Management first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • HB Wealth Management held 456,294 shares of Vanguard Morningstar Mid-Cap ETF worth $36.8M as of Q2 2026.
  • HB Wealth Management bought 1,710 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $133K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.21% of HB Wealth Management's portfolio in Q2 2026, its #61 holding.
  • HB Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.