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

Members 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	$4.02M	Sell	49,850 -129,006	-72%	-$10M	2.2%	9
2026 Q1	$3.43M	Buy	178,856 +142,196	+388%	+$10.6M	2.05%	9
2025 Q4	$2.75M	Buy	36,660 +4,676	+15%	+$340K	1.72%	14
2025 Q3	$2.35M	Buy	+31,984	New	+$2.3M	1.49%	20
2025 Q1	$1.62M	Buy	25,096 +1,288	+5%	+$86.4K	1.22%	19
2024 Q4	$1.64M	Buy	+23,808	New	+$1.62M	1.22%	21
2024 Q2	$1.78M	Buy	+25,212	New	+$1.53M	1.19%	23

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

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

Members Wealth's VO Position: Q2 2026 in Review

Members Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 72% in Q2 2026, selling an estimated $10M and leaving 49,850 shares worth $4.02M. The position accounts for 2.2% of the portfolio, ranked #9.

Members Wealth first reported a position in VO in Q2 2024 and has held it in 7 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Members Wealth held 49,850 shares of Vanguard Morningstar Mid-Cap ETF worth $4.02M as of Q2 2026.
Members Wealth sold 129,006 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $10M.
Vanguard Morningstar Mid-Cap ETF made up 2.2% of Members Wealth's portfolio in Q2 2026, its #9 holding.
Members Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 7 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.