Measured Wealth Private Client Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Measured Wealth Private Client 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
2026 Q2	$225K	Sell	2,796 -2,704	-49%	-$210K	0.05%	189
2026 Q1	$395K	Sell	5,500 -1,068	-16%	-$79.4K	0.11%	123
2025 Q4	$477K	Sell	6,568 -10,168	-61%	-$740K	0.13%	103
2025 Q3	$1.23M	Sell	16,736 -260	-2%	-$18.7K	0.33%	35
2025 Q2	$1.19M	Sell	16,996 -604	-3%	-$39.6K	0.36%	37
2025 Q1	$1.14M	Hold	17,600	–	–	0.37%	38
2024 Q4	$1.16M	Sell	17,600 -4	-0%	-$272	0.38%	36
2024 Q3	$1.16M	Buy	17,604 +4	+0%	+$251	0.39%	34
2024 Q2	$1.07M	Sell	17,600 -40	-0.2%	-$2.43K	0.37%	34
2024 Q1	$1.1M	Sell	17,640 -944	-5%	-$55.8K	0.38%	31
2023 Q4	$1.08M	Hold	18,584	–	–	0.4%	33
2023 Q3	$968K	Sell	18,584 -1,316	-7%	-$72.2K	0.39%	36
2023 Q2	$1.1M	Sell	19,900 -1,980	-9%	-$104K	0.42%	32
2023 Q1	$1.15M	Hold	21,880	–	–	0.44%	33
2022 Q4	$1.11M	Buy	21,880 +268	+1%	+$13.7K	0.46%	31
2022 Q3	$1.02M	Sell	21,612 -1,108	-5%	-$57.9K	0.45%	32
2022 Q2	$1.12M	Sell	22,720 -1,396	-6%	-$75.4K	0.49%	28
2022 Q1	$1.43M	Buy	24,116 +792	+3%	+$46.5K	0.53%	25
2021 Q4	$1.49M	Sell	23,324 -92	-0.4%	-$5.77K	0.53%	29
2021 Q3	$1.39M	Sell	23,416 -32	-0.1%	-$1.93K	0.53%	30
2021 Q2	$1.39M	Hold	23,448	–	–	0.44%	42
2021 Q1	$1.3M	Sell	23,448 -1,712	-7%	-$92.9K	0.46%	40
2020 Q4	$1.3M	Sell	25,160 -872	-3%	-$42.2K	0.54%	35
2020 Q3	$1.15M	Sell	26,032 -424	-2%	-$18.5K	0.56%	30
2020 Q2	$1.08M	Sell	26,456 -560	-2%	-$21.5K	0.63%	24
2020 Q1	$889K	Sell	27,016 -188	-0.7%	-$7.79K	0.69%	22
2019 Q4	$1.21M	Sell	27,204 -2,496	-8%	-$107K	0.81%	18
2019 Q3	$1.24M	Sell	29,700 -48,152	-62%	-$2.01M	0.8%	26
2019 Q2	$3.25M	Sell	77,852 -448	-0.6%	-$18.3K	1.88%	10
2019 Q1	$3.15M	Buy	78,300 +4,144	+6%	+$159K	1.94%	10
2018 Q4	$2.56M	Buy	74,156 +4,808	+7%	+$181K	2.32%	10
2018 Q3	$2.84M	Buy	69,348 +3,352	+5%	+$137K	1.71%	10
2018 Q2	$2.6M	Buy	+65,996	New	+$2.59M	2.12%	10
2017 Q3	$2.17M	Buy	+58,936	New	+$2.13M	2.96%	11

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

Measured Wealth Private Client Group's VO Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 49% in Q2 2026, selling an estimated $210K and leaving 2,796 shares worth $225K. The position accounts for 0.05% of the portfolio, ranked #189.

Measured Wealth Private Client Group first reported a position in VO in Q3 2017 and has held it in 34 quarters since. The position peaked at $3.25M in Q2 2019. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Measured Wealth Private Client Group held 2,796 shares of Vanguard Morningstar Mid-Cap ETF worth $225K as of Q2 2026.
Measured Wealth Private Client Group sold 2,704 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $210K.
Vanguard Morningstar Mid-Cap ETF made up 0.05% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #189 holding.
Measured Wealth Private Client Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2017 and has held it in 34 quarters since.
Measured Wealth Private Client Group's Vanguard Morningstar Mid-Cap ETF position peaked at $3.25M in Q2 2019.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.