HGWM
VO icon

Horst & Graben Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Horst & Graben 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 		$863K Sell
10,728
-32,152
-75% -$2.49M 0.11% 96
2026
Q1 		$821K Buy
42,880
+32,504
+313% +$2.41M 0.11% 94
2025
Q4 		$753K Sell
10,376
-4
-0% -$291 0.11% 94
2025
Q3 		$762K Sell
10,380
-24
-0.2% -$1.72K 0.12% 91
2025
Q2 		$728K Hold
10,404
– – 0.12% 90
2025
Q1 		$673K Buy
10,404
+12
+0.1% +$805 0.12% 82
2024
Q4 		$686K Buy
10,392
+4
+0% +$272 0.12% 77
2024
Q3 		$685K Buy
10,388
+20
+0.2% +$1.26K 0.12% 72
2024
Q2 		$628K Sell
10,368
-4
-0% -$243 0.12% 74
2024
Q1 		$648K Sell
10,372
-40
-0.4% -$2.36K 0.13% 75
2023
Q4 		$605K Sell
10,412
-420
-4% -$22.4K 0.13% 70
2023
Q3 		$564K Sell
10,832
-380
-3% -$20.8K 0.14% 65
2023
Q2 		$617K Sell
11,212
-572
-5% -$30K 0.15% 65
2023
Q1 		$621K Sell
11,784
-1,460
-11% -$77.7K 0.15% 62
2022
Q4 		$675K Buy
13,244
+308
+2% +$15.7K 0.18% 65
2022
Q3 		$608K Buy
12,936
+1,116
+9% +$58.3K 0.17% 65
2022
Q2 		$582K Buy
11,820
+1,544
+15% +$83.4K 0.16% 69
2022
Q1 		$611K Sell
10,276
-56
-0.5% -$3.29K 0.15% 68
2021
Q4 		$658K Buy
10,332
+100
+1% +$6.27K 0.16% 67
2021
Q3 		$606K Sell
10,232
-520
-5% -$31.4K 0.17% 66
2021
Q2 		$638K Buy
10,752
+1,676
+18% +$97.1K 0.18% 63
2021
Q1 		$502K Sell
9,076
-1,036
-10% -$56.2K 0.16% 80
2020
Q4 		$523K Sell
10,112
-1,236
-11% -$59.8K 0.18% 65
2020
Q3 		$500K Sell
11,348
-256
-2% -$11.2K 0.19% 60
2020
Q2 		$476K Buy
11,604
+24
+0.2% +$919 0.21% 58
2020
Q1 		$381K Buy
+11,580
New +$480K 0.2% 62

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Horst & Graben Wealth Management's VO Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 75% in Q2 2026, selling an estimated $2.49M and leaving 10,728 shares worth $863K. The position accounts for 0.11% of the portfolio, ranked #96.

Horst & Graben Wealth Management first reported a position in VO in Q1 2020 and has held it in 26 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Horst & Graben Wealth Management held 10,728 shares of Vanguard Morningstar Mid-Cap ETF worth $863K as of Q2 2026.
  • Horst & Graben Wealth Management sold 32,152 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.49M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.11% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Horst & Graben Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.