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

Midland 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	$1M	Sell	12,447 -425	-3%	-$32.9K	0.05%	73
2026 Q1	$924K	Sell	12,872 -256	-2%	-$19K	0.05%	73
2025 Q4	$953K	Sell	13,128 -1,048	-7%	-$76.2K	0.05%	72
2025 Q3	$1.04M	Sell	14,176 -624	-4%	-$44.8K	0.06%	74
2025 Q2	$1.04M	Sell	14,800 -9,972	-40%	-$655K	0.06%	73
2025 Q1	$1.6M	Sell	24,772 -192	-0.8%	-$12.9K	0.09%	55
2024 Q4	$1.65M	Buy	24,964 +40	+0.2%	+$2.72K	0.1%	57
2024 Q3	$1.64M	Hold	24,924	–	–	0.1%	59
2024 Q2	$1.51M	Buy	24,924 +228	+0.9%	+$13.9K	0.09%	57
2024 Q1	$1.54M	Sell	24,696 -60	-0.2%	-$3.55K	0.1%	59
2023 Q4	$1.44M	Buy	+24,756	New	+$1.32M	0.1%	59

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

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

Midland Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.3% in Q2 2026, selling an estimated $32.9K and leaving 12,447 shares worth $1M. The position accounts for 0.05% of the portfolio, ranked #73.

Midland Wealth Advisors first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.65M in Q4 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Midland Wealth Advisors held 12,447 shares of Vanguard Morningstar Mid-Cap ETF worth $1M as of Q2 2026.
Midland Wealth Advisors sold 425 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $32.9K.
Vanguard Morningstar Mid-Cap ETF made up 0.05% of Midland Wealth Advisors's portfolio in Q2 2026, its #73 holding.
Midland Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Midland Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $1.65M in Q4 2024.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.