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

Medallion Wealth Advisors’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	$1.25M	Sell	15,543 -10,629	-41%	-$824K	0.4%	66
2026 Q1	$1.88M	Buy	26,172 +352	+1%	+$26.2K	0.61%	40
2025 Q4	$1.87M	Sell	25,820 -48	-0.2%	-$3.49K	0.63%	34
2025 Q3	$1.9M	Buy	25,868 +1,148	+5%	+$82.4K	0.67%	33
2025 Q2	$1.73M	Buy	24,720 +1,076	+5%	+$70.6K	0.67%	33
2025 Q1	$1.53M	Buy	23,644 +3,556	+18%	+$239K	0.7%	34
2024 Q4	$1.31M	Buy	+20,088	New	+$1.36M	0.65%	34

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

Medallion Wealth Advisors's VO Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 41% in Q2 2026, selling an estimated $824K and leaving 15,543 shares worth $1.25M. The position accounts for 0.4% of the portfolio, ranked #66.

Medallion Wealth Advisors first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.9M in Q3 2025. 2,489 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Medallion Wealth Advisors held 15,543 shares of Vanguard Morningstar Mid-Cap ETF worth $1.25M as of Q2 2026.
Medallion Wealth Advisors sold 10,629 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $824K.
Vanguard Morningstar Mid-Cap ETF made up 0.4% of Medallion Wealth Advisors's portfolio in Q2 2026, its #66 holding.
Medallion Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $1.9M in Q3 2025.
2,489 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.