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

Madison 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	$576K	Buy	7,151 +1,511	+27%	+$117K	0.07%	140
2026 Q1	$405K	Sell	5,640 -220	-4%	-$16.3K	0.06%	134
2025 Q4	$425K	Buy	5,860 +356	+6%	+$25.9K	0.08%	111
2025 Q3	$404K	Sell	5,504 -84	-2%	-$6.03K	0.08%	101
2025 Q2	$391K	Buy	5,588 +448	+9%	+$29.4K	0.09%	102
2025 Q1	$332K	Sell	5,140 -4	-0.1%	-$268	0.08%	105
2024 Q4	$340K	Buy	5,144 +88	+2%	+$5.97K	0.09%	107
2024 Q3	$334K	Buy	5,056 +860	+20%	+$54K	0.1%	105
2024 Q2	$254K	Buy	4,196 +24	+0.6%	+$1.46K	0.09%	107
2024 Q1	$261K	Buy	4,172 +484	+13%	+$28.6K	0.09%	104
2023 Q4	$214K	Buy	+3,688	New	+$197K	0.09%	110
2022 Q2	–	Sell	-3,980	Closed	-$237K	–	90
2022 Q1	$237K	Buy	3,980 +212	+6%	+$12.4K	0.13%	65
2021 Q4	$240K	Sell	3,768 -152	-4%	-$9.53K	0.12%	66
2021 Q3	$232K	Buy	3,920 +44	+1%	+$2.66K	0.13%	61
2021 Q2	$230K	Sell	3,876 -60	-2%	-$3.48K	0.13%	61
2021 Q1	$203K	Hold	3,936	–	–	0.14%	51
2020 Q4	$203K	Buy	+3,936	New	+$191K	0.14%	52

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 22.9% 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

Madison Wealth Partners's VO Position: Q2 2026 in Review

Madison Wealth Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 27% in Q2 2026, buying an estimated $117K and bringing the position to 7,151 shares worth $576K. The position accounts for 0.07% of the portfolio, ranked #140.

Madison Wealth Partners first reported a position in VO in Q4 2020 and has held it in 17 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Madison Wealth Partners held 7,151 shares of Vanguard Morningstar Mid-Cap ETF worth $576K as of Q2 2026.
Madison Wealth Partners bought 1,511 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $117K.
Vanguard Morningstar Mid-Cap ETF made up 0.07% of Madison Wealth Partners's portfolio in Q2 2026, its #140 holding.
Madison Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 17 quarters since.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.