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

Latko 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	$7.02M	Buy	87,157 +1,369	+2%	+$106K	2.98%	12
2026 Q1	$6.16M	Buy	85,788 +280	+0.3%	+$20.8K	3%	11
2025 Q4	$6.2M	Sell	85,508 -2,132	-2%	-$155K	3.04%	12
2025 Q3	$6.44M	Buy	87,640 +276	+0.3%	+$19.8K	3.26%	9
2025 Q2	$6.11M	Buy	87,364 +3,140	+4%	+$206K	3.44%	7
2025 Q1	$5.45M	Sell	84,224 -3,360	-4%	-$225K	3.53%	8
2024 Q4	$5.78M	Sell	87,584 -876	-1%	-$59.5K	3.43%	8
2024 Q3	$5.83M	Buy	+88,460	New	+$5.55M	3.54%	8

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

Latko Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.6% in Q2 2026, buying an estimated $106K and bringing the position to 87,157 shares worth $7.02M. The position accounts for 2.98% of the portfolio, ranked #12.

Latko Wealth Management first reported a position in VO in Q3 2024 and has held it in 8 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Latko Wealth Management held 87,157 shares of Vanguard Morningstar Mid-Cap ETF worth $7.02M as of Q2 2026.
Latko Wealth Management bought 1,369 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $106K.
Vanguard Morningstar Mid-Cap ETF made up 2.98% of Latko Wealth Management's portfolio in Q2 2026, its #12 holding.
Latko Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Latko Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.