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

MBM Wealth Consultants’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	$16.7M	Buy	207,708 +196,888	+1,820%	+$15.3M	3.23%	10
2026 Q1	$777K	Buy	10,820 +188	+2%	+$14K	0.18%	58
2025 Q4	$771K	Sell	10,632 -924	-8%	-$67.2K	0.18%	59
2025 Q3	$849K	Sell	11,556 -164	-1%	-$11.8K	0.21%	57
2025 Q2	$820K	Sell	11,720 -272	-2%	-$17.9K	0.22%	58
2025 Q1	$775K	Hold	11,992	–	–	0.23%	54
2024 Q4	$791K	Sell	11,992 -680	-5%	-$46.2K	0.24%	54
2024 Q3	$836K	Sell	12,672 -624	-5%	-$39.2K	0.26%	53
2024 Q2	$803K	Sell	13,296 -736	-5%	-$44.7K	0.27%	53
2024 Q1	$877K	Sell	14,032 -280	-2%	-$16.5K	0.31%	50
2023 Q4	$832K	Sell	14,312 -18,996	-57%	-$1.01M	0.31%	51
2023 Q3	$1.72M	Sell	33,308 -1,672	-5%	-$91.7K	0.75%	20
2023 Q2	$1.97M	Sell	34,980 -2,772	-7%	-$145K	0.84%	17
2023 Q1	$1.9M	Hold	37,752	–	–	0.77%	19
2022 Q4	$1.92M	Sell	37,752 -952	-2%	-$48.5K	0.89%	18
2022 Q3	$1.87M	Sell	38,704 -1,568	-4%	-$81.9K	0.9%	16
2022 Q2	$1.98M	Sell	40,272 -7,244	-15%	-$391K	0.97%	17
2022 Q1	$2.83M	Sell	47,516 -105,124	-69%	-$6.17M	1.17%	22
2021 Q4	$9.72M	Buy	152,640 +9,540	+7%	+$598K	4.03%	7
2021 Q3	$8.47M	Buy	143,100 +3,136	+2%	+$189K	3.87%	7
2021 Q2	$8.3M	Buy	139,964 +4,100	+3%	+$238K	3.9%	7
2021 Q1	$7.52M	Sell	135,864 -1,392	-1%	-$75.5K	3.82%	8
2020 Q4	$7.09M	Buy	137,256 +2,172	+2%	+$105K	3.86%	9
2020 Q3	$5.95M	Buy	135,084 +4,892	+4%	+$213K	3.8%	7
2020 Q2	$5.33M	Buy	130,192 +6,296	+5%	+$241K	3.76%	7
2020 Q1	$4.08M	Buy	123,896 +10,160	+9%	+$421K	3.38%	7
2019 Q4	$5.07M	Buy	113,736 +15,936	+16%	+$684K	3.76%	7
2019 Q3	$4.1M	Buy	97,800 +4,944	+5%	+$207K	3.22%	7
2019 Q2	$3.9M	Buy	92,856 +2,300	+3%	+$94.1K	3.24%	7
2019 Q1	$3.64M	Buy	90,556 +3,636	+4%	+$140K	3.19%	7
2018 Q4	$3M	Buy	+86,920	New	+$3.26M	2.93%	7

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MBM Wealth Consultants's VO Position: Q2 2026 in Review

MBM Wealth Consultants increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1,820% in Q2 2026, buying an estimated $15.3M and bringing the position to 207,708 shares worth $16.7M. The position accounts for 3.23% of the portfolio, ranked #10.

MBM Wealth Consultants first reported a position in VO in Q4 2018 and has held it in 31 quarters since. 1,267 funds tracked by Wall St. Rank hold VO as of Q2 2026.

MBM Wealth Consultants held 207,708 shares of Vanguard Morningstar Mid-Cap ETF worth $16.7M as of Q2 2026.
MBM Wealth Consultants bought 196,888 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $15.3M.
Vanguard Morningstar Mid-Cap ETF made up 3.23% of MBM Wealth Consultants's portfolio in Q2 2026, its #10 holding.
MBM Wealth Consultants first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
1,267 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.