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

Modern 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	$4.41M	Buy	54,682 +31,154	+132%	+$2.42M	0.05%	274
2026 Q1	$1.7M	Sell	23,528 -440	-2%	-$32.7K	0.03%	328
2025 Q4	$1.74M	Sell	23,968 -23,132	-49%	-$1.68M	0.03%	320
2025 Q3	$3.46M	Sell	47,100 -2,368	-5%	-$170K	0.07%	221
2025 Q2	$3.46M	Sell	49,468 -26,084	-35%	-$1.71M	0.09%	200
2025 Q1	$4.69M	Buy	75,552 +11,344	+18%	+$761K	0.15%	133
2024 Q4	$4.24M	Sell	64,208 -2,052	-3%	-$139K	0.16%	124
2024 Q3	$4.37M	Buy	66,260 +38,460	+138%	+$2.41M	0.27%	65
2024 Q2	$1.69M	Buy	27,800 +12,436	+81%	+$756K	0.12%	101
2024 Q1	$960K	Buy	15,364 +6,872	+81%	+$406K	0.09%	119
2023 Q4	$494K	Buy	+8,492	New	+$454K	0.06%	91

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

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

Modern Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 132% in Q2 2026, buying an estimated $2.42M and bringing the position to 54,682 shares worth $4.41M. The position accounts for 0.05% of the portfolio, ranked #274.

Modern Wealth Management first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.69M in Q1 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Modern Wealth Management held 54,682 shares of Vanguard Morningstar Mid-Cap ETF worth $4.41M as of Q2 2026.
Modern Wealth Management bought 31,154 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.42M.
Vanguard Morningstar Mid-Cap ETF made up 0.05% of Modern Wealth Management's portfolio in Q2 2026, its #274 holding.
Modern Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Modern Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $4.69M in Q1 2025.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.