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

Marks Group 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	$1.78M	Buy	22,041 +1	+0%	+$78	0.15%	145
2026 Q1	$1.58M	Sell	22,040 -120	-0.5%	-$8.92K	0.15%	154
2025 Q4	$1.61M	Buy	22,160 +200	+0.9%	+$14.5K	0.15%	144
2025 Q3	$1.61M	Hold	21,960	–	–	0.15%	136
2025 Q2	$1.54M	Hold	21,960	–	–	0.14%	141
2025 Q1	$1.42M	Sell	21,960 -4	-0%	-$268	0.14%	150
2024 Q4	$1.45M	Sell	21,964 -128	-0.6%	-$8.69K	0.14%	141
2024 Q3	$1.46M	Buy	22,092 +132	+0.6%	+$8.29K	0.14%	146
2024 Q2	$1.33M	Sell	21,960 -1,480	-6%	-$89.9K	0.14%	150
2024 Q1	$1.46M	Sell	23,440 -4	-0%	-$236	0.15%	142
2023 Q4	$1.36M	Hold	23,444	–	–	0.16%	142
2023 Q3	$1.22M	Hold	23,444	–	–	0.15%	147
2023 Q2	$1.29M	Hold	23,444	–	–	0.15%	145
2023 Q1	$1.24M	Buy	+23,444	New	+$1.25M	0.16%	146

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

Marks Group Wealth Management's VO Position: Q2 2026 in Review

Marks Group Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0% in Q2 2026, buying an estimated $78 and bringing the position to 22,041 shares worth $1.78M. The position accounts for 0.15% of the portfolio, ranked #145.

Marks Group Wealth Management first reported a position in VO in Q1 2023 and has held it in 14 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Marks Group Wealth Management held 22,041 shares of Vanguard Morningstar Mid-Cap ETF worth $1.78M as of Q2 2026.
Marks Group Wealth Management bought 1 Vanguard Morningstar Mid-Cap ETF share in Q2 2026, an estimated $78.
Vanguard Morningstar Mid-Cap ETF made up 0.15% of Marks Group Wealth Management's portfolio in Q2 2026, its #145 holding.
Marks Group Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.