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

Jeppson 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	$218K	Buy	+2,708	New	+$210K	0.06%	223
2025 Q4	–	Sell	-2,736	Closed	-$201K	–	235
2025 Q3	$201K	Buy	+2,736	New	+$196K	0.06%	213
2020 Q4	–	Sell	-336	Closed	-$15K	–	447
2020 Q3	$15K	Buy	+336	New	+$14.6K	0.01%	359

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

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

Jeppson Wealth Management opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 2,708 shares worth $218K. The stake represents 0.06% of the portfolio and ranks #223 among its holdings. This is a return to the name: Jeppson Wealth Management previously reported a position in VO as recently as Q3 2025.

Jeppson Wealth Management first reported a position in VO in Q3 2020 and has held it in 3 quarters since. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Jeppson Wealth Management held 2,708 shares of Vanguard Morningstar Mid-Cap ETF worth $218K as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new Jeppson Wealth Management position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.06% of Jeppson Wealth Management's portfolio in Q2 2026, its #223 holding.
Jeppson Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2020 and has held it in 3 quarters since.
2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.