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

Marietta 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 		$26.5M Buy
328,339
+7,763
+2% +$602K 2.73% 4
2026
Q1 		$23M Buy
320,576
+5,564
+2% +$413K 2.74% 3
2025
Q4 		$22.9M Buy
315,012
+3,124
+1% +$227K 2.64% 5
2025
Q3 		$22.9M Sell
311,888
-7,100
-2% -$510K 2.8% 5
2025
Q2 		$22.3M Buy
318,988
+6,564
+2% +$431K 2.91% 5
2025
Q1 		$20.2M Buy
312,424
+8,112
+3% +$544K 2.97% 3
2024
Q4 		$20.1M Buy
304,312
+2,564
+0.8% +$174K 2.88% 4
2024
Q3 		$19.9M Buy
301,748
+11,788
+4% +$740K 2.89% 4
2024
Q2 		$17.5M Buy
289,960
+10,948
+4% +$665K 2.74% 6
2024
Q1 		$17.4M Buy
279,012
+1,744
+0.6% +$103K 2.88% 6
2023
Q4 		$16.1M Buy
277,268
+1,372
+0.5% +$73.3K 2.87% 4
2023
Q3 		$14.4M Buy
275,896
+15,544
+6% +$852K 2.85% 4
2023
Q2 		$14.3M Buy
260,352
+14,168
+6% +$743K 2.7% 4
2023
Q1 		$13M Buy
246,184
+45,052
+22% +$2.4M 2.76% 4
2022
Q4 		$10.2M Buy
201,132
+9,388
+5% +$478K 2.32% 4
2022
Q3 		$9.01M Buy
191,744
+53,296
+38% +$2.79M 2.25% 5
2022
Q2 		$6.82M Buy
138,448
+2,364
+2% +$128K 1.65% 15
2022
Q1 		$8.09M Buy
136,084
+5,596
+4% +$328K 1.69% 14
2021
Q4 		$8.31M Buy
130,488
+5,972
+5% +$374K 1.67% 15
2021
Q3 		$7.37M Buy
124,516
+8,556
+7% +$517K 1.61% 15
2021
Q2 		$6.88M Buy
115,960
+5,340
+5% +$309K 1.55% 18
2021
Q1 		$6.12M Buy
110,620
+6,592
+6% +$358K 1.52% 19
2020
Q4 		$5.38M Buy
104,028
+5,480
+6% +$265K 1.48% 21
2020
Q3 		$4.34M Sell
98,548
-10,792
-10% -$470K 1.35% 23
2020
Q2 		$4.48M Buy
109,340
+1,108
+1% +$42.4K 1.53% 19
2020
Q1 		$3.56M Buy
+108,232
New +$4.48M 1.39% 24

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

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

Marietta Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.4% in Q2 2026, buying an estimated $602K and bringing the position to 328,339 shares worth $26.5M. The position accounts for 2.73% of the portfolio, ranked #4.

Marietta Wealth Management first reported a position in VO in Q1 2020 and has held it in 26 quarters since. 2,482 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Marietta Wealth Management held 328,339 shares of Vanguard Morningstar Mid-Cap ETF worth $26.5M as of Q2 2026.
  • Marietta Wealth Management bought 7,763 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $602K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.73% of Marietta Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Marietta Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,482 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.