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Martin Worley Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Martin Worley Group’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
2025
Q2 		$354K Hold
5,056
– – 0.17% 71
2025
Q1 		$327K Buy
5,056
+116
+2% +$7.79K 0.19% 68
2024
Q4 		$326K Buy
+4,940
New +$335K 0.2% 68

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Martin Worley Group's VO Position: Q2 2025 in Review

Martin Worley Group held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2025 at 5,056 shares worth $354K. The position accounts for 0.17% of the portfolio, ranked #71.

Martin Worley Group first reported a position in VO in Q4 2024 and has held it in 3 quarters since. 2,172 funds tracked by Wall St. Rank hold VO as of Q2 2025.

  • Martin Worley Group held 5,056 shares of Vanguard Morningstar Mid-Cap ETF worth $354K as of Q2 2025.
  • Martin Worley Group left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2025.
  • Vanguard Morningstar Mid-Cap ETF made up 0.17% of Martin Worley Group's portfolio in Q2 2025, its #71 holding.
  • Martin Worley Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • 2,172 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.