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

Heirloom 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	$564K	Sell	7,004 -22,488	-76%	-$1.74M	0.08%	44
2026 Q1	$2.12M	Buy	29,492 +22,732	+336%	+$1.69M	0.38%	31
2025 Q4	$490K	Buy	6,760 +152	+2%	+$11.1K	0.11%	33
2025 Q3	$485K	Hold	6,608	–	–	0.12%	31
2025 Q2	$462K	Hold	6,608	–	–	0.12%	32
2025 Q1	$427K	Hold	6,608	–	–	0.12%	31
2024 Q4	$436K	Hold	6,608	–	–	0.13%	34
2024 Q3	$436K	Hold	6,608	–	–	0.14%	31
2024 Q2	$400K	Hold	6,608	–	–	0.13%	32
2024 Q1	$413K	Sell	6,608 -188	-3%	-$11.1K	0.14%	38
2023 Q4	$395K	Buy	6,796 +184	+3%	+$9.83K	0.15%	40
2023 Q3	$344K	Sell	6,612 -1,340	-17%	-$73.5K	0.15%	43
2023 Q2	$438K	Buy	7,952 +560	+8%	+$29.4K	0.19%	39
2023 Q1	$390K	Sell	7,392 -728	-9%	-$38.7K	0.19%	42
2022 Q4	$414K	Buy	+8,120	New	+$414K	0.26%	39
2022 Q2	$716K	Buy	+13,200	New	+$713K	0.59%	20

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

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

Heirloom Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 76% in Q2 2026, selling an estimated $1.74M and leaving 7,004 shares worth $564K. The position accounts for 0.08% of the portfolio, ranked #44.

Heirloom Wealth Management first reported a position in VO in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.12M in Q1 2026. 2,483 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Heirloom Wealth Management held 7,004 shares of Vanguard Morningstar Mid-Cap ETF worth $564K as of Q2 2026.
Heirloom Wealth Management sold 22,488 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.74M.
Vanguard Morningstar Mid-Cap ETF made up 0.08% of Heirloom Wealth Management's portfolio in Q2 2026, its #44 holding.
Heirloom Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 16 quarters since.
Heirloom Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $2.12M in Q1 2026.
2,483 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.