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

Mittelman Wealth Management’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	$4.35M	Sell	12,621 -52,803	-81%	-$4.09M	2.87%	10
2026 Q1	$4.7M	Buy	65,424 +4,136	+7%	+$307K	2.93%	10
2025 Q4	$4.45M	Buy	61,288 +7,800	+15%	+$567K	2.89%	10
2025 Q3	$3.93M	Buy	53,488 +12,512	+31%	+$899K	2.57%	11
2025 Q2	$2.87M	Buy	40,976 +7,648	+23%	+$502K	2.42%	11
2025 Q1	$2.15M	Buy	33,328 +2,520	+8%	+$169K	1.94%	11
2024 Q4	$2.03M	Sell	30,808 -27,484	-47%	-$1.87M	1.89%	10
2024 Q3	$3.84M	Buy	58,292 +22,788	+64%	+$1.43M	2.18%	10
2024 Q2	$2.15M	Sell	35,504 -284	-0.8%	-$17.3K	1.39%	16
2024 Q1	$2.24M	Buy	+35,788	New	+$2.11M	1.51%	14

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

Mittelman Wealth Management's VO Position: Q2 2026 in Review

Mittelman Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 81% in Q2 2026, selling an estimated $4.09M and leaving 12,621 shares worth $4.35M. The position accounts for 2.87% of the portfolio, ranked #10.

Mittelman Wealth Management first reported a position in VO in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.7M in Q1 2026. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Mittelman Wealth Management held 12,621 shares of Vanguard Morningstar Mid-Cap ETF worth $4.35M as of Q2 2026.
Mittelman Wealth Management sold 52,803 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $4.09M.
Vanguard Morningstar Mid-Cap ETF made up 2.87% of Mittelman Wealth Management's portfolio in Q2 2026, its #10 holding.
Mittelman Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Mittelman Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $4.7M in Q1 2026.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.