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

Maltin 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 		$4.26M Buy
52,813
+3,437
+7% +$266K 1.42% 22
2026
Q1 		$3.54M Buy
49,376
+2,668
+6% +$198K 1.35% 25
2025
Q4 		$3.39M Buy
46,708
+1,920
+4% +$140K 1.35% 26
2025
Q3 		$3.29M Buy
44,788
+2,148
+5% +$154K 1.37% 28
2025
Q2 		$2.98M Buy
42,640
+2,612
+7% +$171K 1.34% 28
2025
Q1 		$2.59M Buy
40,028
+2,304
+6% +$155K 1.22% 28
2024
Q4 		$2.49M Buy
37,724
+2,912
+8% +$198K 1.22% 27
2024
Q3 		$2.3M Buy
34,812
+2,548
+8% +$160K 1.12% 31
2024
Q2 		$1.95M Buy
32,264
+3,120
+11% +$190K 1.05% 34
2024
Q1 		$1.82M Buy
29,144
+4,992
+21% +$295K 1.02% 33
2023
Q4 		$1.4M Buy
24,152
+2,552
+12% +$136K 0.89% 36
2023
Q3 		$1.12M Buy
21,600
+956
+5% +$52.4K 0.79% 43
2023
Q2 		$1.14M Buy
20,644
+1,100
+6% +$57.7K 0.8% 40
2023
Q1 		$1.03M Buy
19,544
+384
+2% +$20.4K 0.74% 46
2022
Q4 		$976K Buy
19,160
+484
+3% +$24.7K 0.71% 47
2022
Q3 		$878K Buy
18,676
+580
+3% +$30.3K 0.69% 50
2022
Q2 		$891K Sell
18,096
-1,796
-9% -$97K 0.64% 55
2022
Q1 		$1.18M Buy
19,892
+172
+0.9% +$10.1K 0.78% 45
2021
Q4 		$1.26M Buy
19,720
+2,380
+14% +$149K 0.75% 43
2021
Q3 		$1.03M Sell
17,340
-348
-2% -$21K 0.63% 44
2021
Q2 		$1.05M Buy
17,688
+3,412
+24% +$198K 0.64% 44
2021
Q1 		$790K Buy
14,276
+3,108
+28% +$169K 0.51% 51
2020
Q4 		$577K Buy
11,168
+2,056
+23% +$99.5K 0.4% 56
2020
Q3 		$401K Buy
9,112
+2,760
+43% +$120K 0.29% 65
2020
Q2 		$260K Buy
6,352
+24
+0.4% +$919 0.2% 68
2020
Q1 		$208K Buy
6,328
+36
+0.6% +$1.49K 0.18% 74
2019
Q4 		$280K Buy
+6,292
New +$270K 0.18% 60

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

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

Maltin Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7% in Q2 2026, buying an estimated $266K and bringing the position to 52,813 shares worth $4.26M. The position accounts for 1.42% of the portfolio, ranked #22.

Maltin Wealth Management first reported a position in VO in Q4 2019 and has held it in 27 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Maltin Wealth Management held 52,813 shares of Vanguard Morningstar Mid-Cap ETF worth $4.26M as of Q2 2026.
  • Maltin Wealth Management bought 3,437 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $266K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.42% of Maltin Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Maltin Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.