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

HighMark 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	$37.3K	Hold	464	–	–	0.01%	197
2026 Q1	$33.2K	Sell	464 -76	-14%	-$5.65K	0.01%	191
2025 Q4	$39.1K	Buy	540 +196	+57%	+$14.3K	0.02%	186
2025 Q3	$25.3K	Buy	344 +84	+32%	+$6.03K	0.01%	213
2025 Q2	$18.2K	Hold	260	–	–	0.01%	236
2025 Q1	$16.8K	Hold	260	–	–	0.01%	212
2024 Q4	$17.2K	Hold	260	–	–	0.01%	217
2024 Q3	$17.1K	Hold	260	–	–	0.01%	219
2024 Q2	$15.7K	Hold	260	–	–	0.01%	223
2024 Q1	$16.2K	Hold	260	–	–	0.01%	220
2023 Q4	$15.1K	Hold	260	–	–	0.01%	220
2023 Q3	$13.5K	Sell	260 -140	-35%	-$7.68K	0.01%	226
2023 Q2	$22K	Buy	+400	New	+$21K	0.02%	177
2021 Q4	–	Hold	0	–	–	–	261

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

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

HighMark Wealth Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 464 shares worth $37.3K. The position accounts for 0.01% of the portfolio, ranked #197.

HighMark Wealth Management first reported a position in VO in Q2 2023 and has held it in 13 quarters since. The position peaked at $39.1K in Q4 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

HighMark Wealth Management held 464 shares of Vanguard Morningstar Mid-Cap ETF worth $37.3K as of Q2 2026.
HighMark Wealth Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #197 holding.
HighMark Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
HighMark Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $39.1K in Q4 2025.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.