Impact Partnership Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Impact Partnership 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	$243K	Buy	+3,015	New	+$234K	0.02%	379
2024 Q2	–	Sell	-904	Closed	-$56.5K	–	668
2024 Q1	$56.5K	Sell	904 -440	-33%	-$26K	0.02%	302
2023 Q4	$78.2K	Sell	1,344 -174,396	-99%	-$9.32M	0.03%	282
2023 Q3	$9.15M	Buy	175,740 +55,900	+47%	+$3.07M	2.85%	5
2023 Q2	$6.6M	Buy	+119,840	New	+$6.28M	2.29%	6

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

Impact Partnership Wealth's VO Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 3,015 shares worth $243K. The stake represents 0.02% of the portfolio and ranks #379 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in VO as recently as Q1 2024.

Impact Partnership Wealth first reported a position in VO in Q2 2023 and has held it in 5 quarters since. The position peaked at $9.15M in Q3 2023. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Impact Partnership Wealth held 3,015 shares of Vanguard Morningstar Mid-Cap ETF worth $243K as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new Impact Partnership Wealth position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Impact Partnership Wealth's portfolio in Q2 2026, its #379 holding.
Impact Partnership Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and has held it in 5 quarters since.
Impact Partnership Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $9.15M in Q3 2023.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.