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

JPL 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 		$38.4K Hold
476
– – 0.01% 304
2026
Q1 		$34.2K Buy
+476
New +$35.4K 0.01% 299
2025
Q4 		– Sell
-448
Closed -$32.9K – 1097
2025
Q3 		$32.9K Buy
+448
New +$32.2K 0.01% 310
2025
Q1 		– Sell
-7,348
Closed -$485K – 122
2024
Q4 		$485K Buy
+7,348
New +$499K 0.14% 95

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

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

JPL Wealth Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 476 shares worth $38.4K. The position accounts for 0.01% of the portfolio, ranked #304.

JPL Wealth Management first reported a position in VO in Q4 2024 and has held it in 4 quarters since. The position peaked at $485K in Q4 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • JPL Wealth Management held 476 shares of Vanguard Morningstar Mid-Cap ETF worth $38.4K as of Q2 2026.
  • JPL Wealth Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #304 holding.
  • JPL Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 4 quarters since.
  • JPL Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $485K in Q4 2024.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.