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

MGO Private 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 		$371K Sell
4,480
-208
-4% -$16.1K 1.79% 17
2026
Q1 		$337K Sell
4,688
-34,584
-88% -$2.57M 1.81% 18
2025
Q4 		$2.85M Sell
39,272
-1,772
-4% -$129K 1.76% 14
2025
Q3 		$3.01M Sell
41,044
-252
-0.6% -$18.1K 1.81% 13
2025
Q2 		$2.89M Sell
41,296
-1,044
-2% -$68.5K 1.85% 13
2025
Q1 		$2.74M Buy
42,340
+1,384
+3% +$92.9K 1.93% 15
2024
Q4 		$2.7M Sell
40,956
-1,512
-4% -$103K 1.92% 12
2024
Q3 		$2.8M Sell
42,468
-3,868
-8% -$243K 1.99% 12
2024
Q2 		$2.8M Sell
46,336
-7,844
-14% -$477K 1.76% 16
2024
Q1 		$3.38M Sell
54,180
-680
-1% -$40.2K 2.12% 15
2023
Q4 		$3.19M Buy
54,860
+11,160
+26% +$596K 2.19% 13
2023
Q3 		$2.28M Sell
43,700
-3,036
-6% -$166K 1.7% 16
2023
Q2 		$2.57M Buy
46,736
+1,748
+4% +$91.6K 1.94% 15
2023
Q1 		$2.37M Buy
44,988
+2,092
+5% +$111K 1.86% 17
2022
Q4 		$2.19M Buy
42,896
+8,992
+27% +$458K 1% 31
2022
Q3 		$1.59M Buy
+33,904
New +$1.77M 0.76% 29

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

MGO Private Wealth's VO Position: Q2 2026 in Review

MGO Private Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.4% in Q2 2026, selling an estimated $16.1K and leaving 4,480 shares worth $371K. The position accounts for 1.79% of the portfolio, ranked #17.

MGO Private Wealth first reported a position in VO in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.38M in Q1 2024. 2,486 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • MGO Private Wealth held 4,480 shares of Vanguard Morningstar Mid-Cap ETF worth $371K as of Q2 2026.
  • MGO Private Wealth sold 208 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $16.1K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.79% of MGO Private Wealth's portfolio in Q2 2026, its #17 holding.
  • MGO Private Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • MGO Private Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $3.38M in Q1 2024.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on MGO Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.