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MASECO Private Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

MASECO Private Wealth’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 		$84.9K Buy
1,054
+306
+41% +$23.7K ﹤0.01% 141
2026
Q1 		$53.8K Sell
748
-36
-5% -$2.67K ﹤0.01% 145
2025
Q4 		$56.9K Buy
+784
New +$57K ﹤0.01% 161
2025
Q3 		– Sell
-920
Closed -$64.4K – 509
2025
Q2 		$64.4K Buy
+920
New +$60.4K ﹤0.01% 151

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

MASECO Private Wealth's VO Position: Q2 2026 in Review

MASECO Private Wealth increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 41% in Q2 2026, buying an estimated $23.7K and bringing the position to 1,054 shares worth $84.9K. The position accounts for ﹤0.01% of the portfolio, ranked #141.

MASECO Private Wealth first reported a position in VO in Q2 2025 and has held it in 4 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • MASECO Private Wealth held 1,054 shares of Vanguard Morningstar Mid-Cap ETF worth $84.9K as of Q2 2026.
  • MASECO Private Wealth bought 306 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $23.7K.
  • Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #141 holding.
  • MASECO Private Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.