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

Heritage Wealth Management (Ohio)’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	$1.6M	Buy	+19,855	New	+$1.54M	0.4%	66
2026 Q1	–	Sell	-19,828	Closed	-$1.44M	–	252
2025 Q4	$1.44M	Sell	19,828 -828	-4%	-$60.2K	0.4%	69
2025 Q3	$1.52M	Sell	20,656 -60	-0.3%	-$4.31K	0.45%	62
2025 Q2	$1.45M	Sell	20,716 -828	-4%	-$54.4K	0.47%	57
2025 Q1	$1.39M	Buy	21,544 +876	+4%	+$58.8K	0.47%	53
2024 Q4	$1.36M	Buy	20,668 +76	+0.4%	+$5.16K	0.45%	56
2024 Q3	$1.36M	Sell	20,592 -2,044	-9%	-$128K	0.45%	59
2024 Q2	$1.37M	Buy	+22,636	New	+$1.38M	0.46%	58

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

Heritage Wealth Management (Ohio)'s VO Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 19,855 shares worth $1.6M. The stake represents 0.4% of the portfolio and ranks #66 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in VO as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in VO in Q2 2024 and has held it in 8 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Heritage Wealth Management (Ohio) held 19,855 shares of Vanguard Morningstar Mid-Cap ETF worth $1.6M as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.4% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #66 holding.
Heritage Wealth Management (Ohio) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.