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

MBL 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 		$6.58M Sell
81,658
-8,942
-10% -$693K 0.45% 44
2026
Q1 		$6.5M Buy
90,600
+724
+0.8% +$53.8K 0.49% 41
2025
Q4 		$6.52M Sell
89,876
-296
-0.3% -$21.5K 0.52% 44
2025
Q3 		$6.62M Buy
90,172
+1,324
+1% +$95.1K 0.58% 40
2025
Q2 		$6.22M Sell
88,848
-200
-0.2% -$13.1K 0.59% 38
2025
Q1 		$5.76M Sell
89,048
-44
-0% -$2.95K 0.58% 38
2024
Q4 		$5.88M Sell
89,092
-1,320
-1% -$89.6K 0.59% 39
2024
Q3 		$5.96M Sell
90,412
-844
-0.9% -$53K 0.64% 37
2024
Q2 		$5.52M Buy
91,256
+3,204
+4% +$195K 0.62% 39
2024
Q1 		$5.5M Buy
88,052
+15,800
+22% +$934K 0.62% 39
2023
Q4 		$4.2M Buy
72,252
+34,540
+92% +$1.85M 0.53% 38
2023
Q3 		$1.96M Buy
37,712
+712
+2% +$39K 0.28% 47
2023
Q2 		$2.04M Buy
37,000
+788
+2% +$41.3K 0.29% 46
2023
Q1 		$1.91M Sell
36,212
-12,400
-26% -$660K 0.3% 45
2022
Q4 		$2.48M Buy
48,612
+12,628
+35% +$643K 0.47% 37
2022
Q3 		$1.69M Sell
35,984
-3,180
-8% -$166K 0.36% 54
2022
Q2 		$1.93M Buy
39,164
+2,980
+8% +$161K 0.48% 45
2022
Q1 		$2.15M Buy
+36,184
New +$2.12M 0.53% 39
2021
Q3 		$2.79M Buy
+47,180
New +$2.85M 0.97% 31
2021
Q1 		$2.67M Buy
48,312
+7,016
+17% +$381K 0.93% 26
2020
Q4 		$2.13M Buy
+41,296
New +$2M 0.85% 28

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

MBL Wealth's VO Position: Q2 2026 in Review

MBL Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 9.9% in Q2 2026, selling an estimated $693K and leaving 81,658 shares worth $6.58M. The position accounts for 0.45% of the portfolio, ranked #44.

MBL Wealth first reported a position in VO in Q4 2020 and has held it in 21 quarters since. The position peaked at $6.62M in Q3 2025. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • MBL Wealth held 81,658 shares of Vanguard Morningstar Mid-Cap ETF worth $6.58M as of Q2 2026.
  • MBL Wealth sold 8,942 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $693K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.45% of MBL Wealth's portfolio in Q2 2026, its #44 holding.
  • MBL Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • MBL Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $6.62M in Q3 2025.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.