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

M Wealth Management LLC’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	$324K	Buy	4,026 +14	+0.3%	+$1.08K	0.25%	48
2026 Q1	$288K	Buy	4,012 +12	+0.3%	+$892	0.24%	48
2025 Q4	$290K	Buy	4,000 +32	+0.8%	+$2.33K	0.25%	42
2025 Q3	$291K	Buy	3,968 +16	+0.4%	+$1.15K	0.26%	38
2025 Q2	$277K	Hold	3,952	–	–	0.26%	38
2025 Q1	$256K	Buy	3,952 +16	+0.4%	+$1.07K	0.24%	38
2024 Q4	$260K	Buy	+3,936	New	+$267K	0.24%	40

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

M Wealth Management LLC's VO Position: Q2 2026 in Review

M Wealth Management LLC increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.35% in Q2 2026, buying an estimated $1.08K and bringing the position to 4,026 shares worth $324K. The position accounts for 0.25% of the portfolio, ranked #48.

M Wealth Management LLC first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

M Wealth Management LLC held 4,026 shares of Vanguard Morningstar Mid-Cap ETF worth $324K as of Q2 2026.
M Wealth Management LLC bought 14 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.08K.
Vanguard Morningstar Mid-Cap ETF made up 0.25% of M Wealth Management LLC's portfolio in Q2 2026, its #48 holding.
M Wealth Management LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.