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Liberty Square Wealth Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Liberty Square Wealth Partners’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 		$1.29M Hold
16,052
– – 0.31% 41
2026
Q1 		$1.15M Sell
16,052
-224
-1% -$16.6K 0.32% 39
2025
Q4 		$1.18M Sell
16,276
-36
-0.2% -$2.62K 0.34% 41
2025
Q3 		$1.2M Hold
16,312
– – 0.37% 47
2025
Q2 		$1.14M Hold
16,312
– – 0.39% 43
2025
Q1 		$1.05M Buy
16,312
+132
+0.8% +$8.86K 0.4% 48
2024
Q4 		$1.12M Buy
+16,180
New +$1.1M 0.41% 44

Other funds holding VO

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Wells Fargo
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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

Liberty Square Wealth Partners's VO Position: Q2 2026 in Review

Liberty Square Wealth Partners held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 16,052 shares worth $1.29M. The position accounts for 0.31% of the portfolio, ranked #41.

Liberty Square Wealth Partners first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Liberty Square Wealth Partners held 16,052 shares of Vanguard Morningstar Mid-Cap ETF worth $1.29M as of Q2 2026.
  • Liberty Square Wealth Partners left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.31% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #41 holding.
  • Liberty Square Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.