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John A. Wolfe & Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

John A. Wolfe & Associates’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 		$2.03M Sell
25,182
-314
-1% -$24.3K 2.79% 8
2026
Q1 		$1.83M Sell
25,496
-744
-3% -$55.3K 2.81% 7
2025
Q4 		$1.9M Buy
+26,240
New +$1.91M 1.03% 12

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

John A. Wolfe & Associates's VO Position: Q2 2026 in Review

John A. Wolfe & Associates reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.2% in Q2 2026, selling an estimated $24.3K and leaving 25,182 shares worth $2.03M. The position accounts for 2.79% of the portfolio, ranked #8.

John A. Wolfe & Associates first reported a position in VO in Q4 2025 and has held it in 3 quarters since. 2,470 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • John A. Wolfe & Associates held 25,182 shares of Vanguard Morningstar Mid-Cap ETF worth $2.03M as of Q2 2026.
  • John A. Wolfe & Associates sold 314 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $24.3K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.79% of John A. Wolfe & Associates's portfolio in Q2 2026, its #8 holding.
  • John A. Wolfe & Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,470 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on John A. Wolfe & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.