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MilWealth Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

MilWealth 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
2026
Q2 		$1.12M Sell
13,947
-153
-1% -$11.9K 0.24% 17
2026
Q1 		$1.01M Sell
14,100
-108
-0.8% -$8.02K 0.24% 17
2025
Q4 		$1.03M Sell
14,208
-68
-0.5% -$4.95K 0.25% 17
2025
Q3 		$1.05M Sell
14,276
-276
-2% -$19.8K 0.26% 17
2025
Q2 		$1.02M Sell
14,552
-240
-2% -$15.8K 0.26% 17
2025
Q1 		$956K Sell
14,792
-116
-0.8% -$7.79K 0.26% 17
2024
Q4 		$984K Sell
14,908
-20
-0.1% -$1.36K 0.27% 17
2024
Q3 		$985K Sell
14,928
-180
-1% -$11.3K 0.29% 17
2024
Q2 		$915K Hold
15,108
– – 0.29% 17
2024
Q1 		$944K Sell
15,108
-304
-2% -$18K 0.3% 17
2023
Q4 		$896K Sell
15,412
-156
-1% -$8.34K 0.3% 17
2023
Q3 		$810K Hold
15,568
– – 0.32% 15
2023
Q2 		$857K Sell
15,568
-248
-2% -$13K 0.33% 15
2023
Q1 		$834K Sell
15,816
-108
-0.7% -$5.75K 0.33% 15
2022
Q4 		$811K Sell
15,924
-3,072
-16% -$156K 0.33% 15
2022
Q3 		$893K Sell
18,996
-484
-2% -$25.3K 0.39% 14
2022
Q2 		$959K Sell
19,480
-200
-1% -$10.8K 0.41% 17
2022
Q1 		$1.17M Sell
19,680
-8
-0% -$469 0.45% 15
2021
Q4 		$1.25M Sell
19,688
-1,016
-5% -$63.7K 0.46% 15
2021
Q3 		$1.23M Buy
20,704
+1,128
+6% +$68.2K 0.47% 14
2021
Q2 		$1.16M Sell
19,576
-1,900
-9% -$110K 0.51% 13
2021
Q1 		$1.19M Sell
21,476
-3,568
-14% -$194K 0.57% 12
2020
Q4 		$1.29M Sell
25,044
-2,224
-8% -$108K 0.64% 12
2020
Q3 		$1.2M Sell
27,268
-1,940
-7% -$84.5K 0.66% 12
2020
Q2 		$1.2M Sell
29,208
-1,184
-4% -$45.4K 0.71% 12
2020
Q1 		$1M Sell
30,392
-2,692
-8% -$111K 0.78% 13
2019
Q4 		$1.47M Sell
33,084
-260
-0.8% -$11.2K 1.15% 8
2019
Q3 		$1.4M Sell
33,344
-280
-0.8% -$11.7K 1.17% 8
2019
Q2 		$1.41M Hold
33,624
– – 1.19% 8
2019
Q1 		$1.35M Sell
33,624
-1,124
-3% -$43.2K 1.21% 9
2018
Q4 		$1.2M Buy
+34,748
New +$1.3M 1.16% 10

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

MilWealth Group's VO Position: Q2 2026 in Review

MilWealth Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.1% in Q2 2026, selling an estimated $11.9K and leaving 13,947 shares worth $1.12M. The position accounts for 0.24% of the portfolio, ranked #17.

MilWealth Group first reported a position in VO in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.47M in Q4 2019. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • MilWealth Group held 13,947 shares of Vanguard Morningstar Mid-Cap ETF worth $1.12M as of Q2 2026.
  • MilWealth Group sold 153 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $11.9K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.24% of MilWealth Group's portfolio in Q2 2026, its #17 holding.
  • MilWealth Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • MilWealth Group's Vanguard Morningstar Mid-Cap ETF position peaked at $1.47M in Q4 2019.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on MilWealth Group's 13F filing for Q2 2026, filed 3 Aug 2026.