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Mid-American Wealth Advisory Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Mid-American Wealth Advisory 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
2025
Q3 		– Sell
-20
Closed -$1.4K – 322
2025
Q2 		$1.4K Buy
+20
New +$1.31K ﹤0.01% 281

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mid-American Wealth Advisory Group's VO Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2025, closing a stake of 20 shares — an estimated $1.4K sold.

Mid-American Wealth Advisory Group first reported a position in VO in Q2 2025 and held it in 1 quarter. The position peaked at $1.4K in Q2 2025. 2,224 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 20 Vanguard Morningstar Mid-Cap ETF shares in Q3 2025, an estimated $1.4K.
  • Mid-American Wealth Advisory Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Vanguard Morningstar Mid-Cap ETF position peaked at $1.4K in Q2 2025.
  • 2,224 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.