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

Hiley Hunt 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	$1.27M	Sell	15,742 -166	-1%	-$12.9K	0.5%	22
2026 Q1	$1.14M	Buy	15,908 +60	+0.4%	+$4.46K	0.5%	21
2025 Q4	$1.15M	Buy	15,848 +104	+0.7%	+$7.57K	0.51%	23
2025 Q3	$1.16M	Hold	15,744	–	–	0.54%	23
2025 Q2	$1.11M	Buy	15,744 +56	+0.4%	+$3.68K	0.56%	23
2025 Q1	$1.02M	Sell	15,688 -272	-2%	-$18.3K	0.56%	22
2024 Q4	$1.05M	Sell	15,960 -136	-0.8%	-$9.23K	0.58%	24
2024 Q3	$1.06M	Sell	16,096 -176	-1%	-$11.1K	0.61%	24
2024 Q2	$985K	Sell	16,272 -3,956	-20%	-$240K	0.61%	24
2024 Q1	$1.26M	Sell	20,228 -2,032	-9%	-$120K	0.83%	19
2023 Q4	$1.29M	Buy	+22,260	New	+$1.19M	0.96%	17

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

Hiley Hunt Wealth Management's VO Position: Q2 2026 in Review

Hiley Hunt Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1% in Q2 2026, selling an estimated $12.9K and leaving 15,742 shares worth $1.27M. The position accounts for 0.5% of the portfolio, ranked #22.

Hiley Hunt Wealth Management first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.29M in Q4 2023. 2,482 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Hiley Hunt Wealth Management held 15,742 shares of Vanguard Morningstar Mid-Cap ETF worth $1.27M as of Q2 2026.
Hiley Hunt Wealth Management sold 166 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $12.9K.
Vanguard Morningstar Mid-Cap ETF made up 0.5% of Hiley Hunt Wealth Management's portfolio in Q2 2026, its #22 holding.
Hiley Hunt Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Hiley Hunt Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $1.29M in Q4 2023.
2,482 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Hiley Hunt Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.