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

Hubbell Strickland 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	$366K	Buy	4,543 +595	+15%	+$46.1K	0.13%	62
2026 Q1	$283K	Buy	3,948 +300	+8%	+$22.3K	0.11%	64
2025 Q4	$265K	Sell	3,648 -136	-4%	-$9.89K	0.11%	67
2025 Q3	$278K	Buy	3,784 +228	+6%	+$16.4K	0.11%	65
2025 Q2	$249K	Buy	3,556 +436	+14%	+$28.6K	0.11%	66
2025 Q1	$202K	Buy	+3,120	New	+$209K	0.1%	75

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

Hubbell Strickland Wealth Management's VO Position: Q2 2026 in Review

Hubbell Strickland Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 15% in Q2 2026, buying an estimated $46.1K and bringing the position to 4,543 shares worth $366K. The position accounts for 0.13% of the portfolio, ranked #62.

Hubbell Strickland Wealth Management first reported a position in VO in Q1 2025 and has held it in 6 quarters since. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Hubbell Strickland Wealth Management held 4,543 shares of Vanguard Morningstar Mid-Cap ETF worth $366K as of Q2 2026.
Hubbell Strickland Wealth Management bought 595 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $46.1K.
Vanguard Morningstar Mid-Cap ETF made up 0.13% of Hubbell Strickland Wealth Management's portfolio in Q2 2026, its #62 holding.
Hubbell Strickland Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Hubbell Strickland Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.