High Note Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

High Note Wealth’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	$1.39M	Sell	17,218 -2	-0%	-$155	0.24%	61
2026 Q1	$1.24M	Buy	17,220 +100	+0.6%	+$7.43K	0.24%	60
2025 Q4	$1.24M	Sell	17,120 -120	-0.7%	-$8.73K	0.24%	58
2025 Q3	$1.27M	Sell	17,240 -260	-1%	-$18.7K	0.25%	59
2025 Q2	$1.22M	Sell	17,500 -36	-0.2%	-$2.36K	0.28%	57
2025 Q1	$1.13M	Sell	17,536 -196	-1%	-$13.2K	0.28%	48
2024 Q4	$1.17M	Sell	17,732 -24	-0.1%	-$1.63K	0.3%	45
2024 Q3	$1.17M	Sell	17,756 -84	-0.5%	-$5.27K	0.33%	46
2024 Q2	$1.08M	Sell	17,840 -208	-1%	-$12.6K	0.33%	46
2024 Q1	$1.13M	Sell	18,048 -332	-2%	-$19.6K	0.37%	47
2023 Q4	$1.07M	Sell	18,380 -496	-3%	-$26.5K	0.4%	46
2023 Q3	$983K	Hold	18,876	–	–	0.41%	45
2023 Q2	$1.04M	Sell	18,876 -920	-5%	-$48.2K	0.42%	44
2023 Q1	$1.04M	Sell	19,796 -1,320	-6%	-$70.2K	0.43%	47
2022 Q4	$1.08M	Buy	21,116 +1,008	+5%	+$51.3K	0.45%	48
2022 Q3	$1.01M	Sell	20,108 -1,056	-5%	-$55.2K	0.4%	51
2022 Q2	$1.04M	Sell	21,164 -148	-0.7%	-$8K	0.41%	50
2022 Q1	$1.27M	Sell	21,312 -5,108	-19%	-$300K	0.45%	48
2021 Q4	$1.68M	Sell	26,420 -1,504	-5%	-$94.3K	0.57%	47
2021 Q3	$1.65M	Sell	27,924 -552	-2%	-$33.4K	0.6%	46
2021 Q2	$1.69M	Hold	28,476	–	–	0.61%	45
2021 Q1	$1.57M	Hold	28,476	–	–	0.61%	48
2020 Q4	$1.47M	Buy	+28,476	New	+$1.38M	0.62%	47

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

High Note Wealth's VO Position: Q2 2026 in Review

High Note Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.01% in Q2 2026, selling an estimated $155 and leaving 17,218 shares worth $1.39M. The position accounts for 0.24% of the portfolio, ranked #61.

High Note Wealth first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.69M in Q2 2021. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

High Note Wealth held 17,218 shares of Vanguard Morningstar Mid-Cap ETF worth $1.39M as of Q2 2026.
High Note Wealth sold 2 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $155.
Vanguard Morningstar Mid-Cap ETF made up 0.24% of High Note Wealth's portfolio in Q2 2026, its #61 holding.
High Note Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
High Note Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $1.69M in Q2 2021.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.