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Heritage Wealth Management (California)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Heritage Wealth Management (California)’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
2025
Q4 		– Sell
-3,888
Closed -$286K – 99
2025
Q3 		$286K Buy
3,888
+176
+5% +$12.6K 0.19% 73
2025
Q2 		$260K Buy
+3,712
New +$244K 0.17% 74

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Morgan Stanley
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Creative Planning
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Heritage Wealth Management (California)'s VO Position: Q4 2025 in Review

Heritage Wealth Management (California) sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2025, closing a stake of 3,888 shares — an estimated $286K sold.

Heritage Wealth Management (California) first reported a position in VO in Q2 2025 and held it in 2 quarters. The position peaked at $286K in Q3 2025. 2,372 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • Heritage Wealth Management (California) reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Heritage Wealth Management (California) sold 3,888 Vanguard Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $286K.
  • Heritage Wealth Management (California) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and held it in 2 quarters.
  • Heritage Wealth Management (California)'s Vanguard Morningstar Mid-Cap ETF position peaked at $286K in Q3 2025.
  • 2,372 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on Heritage Wealth Management (California)'s 13F filing for Q4 2025, filed 4 Feb 2026.