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Monetary Solutions’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Monetary Solutions’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 		$754K Buy
9,356
+1,820
+24% +$141K 0.65% 29
2026
Q1 		$541K Buy
7,536
+1,752
+30% +$130K 0.52% 31
2025
Q4 		$420K Buy
+5,784
New +$421K 0.41% 34

Other funds holding VO

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Monetary Solutions's VO Position: Q2 2026 in Review

Monetary Solutions increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 24% in Q2 2026, buying an estimated $141K and bringing the position to 9,356 shares worth $754K. The position accounts for 0.65% of the portfolio, ranked #29.

Monetary Solutions first reported a position in VO in Q4 2025 and has held it in 3 quarters since. 2,183 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Monetary Solutions held 9,356 shares of Vanguard Morningstar Mid-Cap ETF worth $754K as of Q2 2026.
  • Monetary Solutions bought 1,820 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $141K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.65% of Monetary Solutions's portfolio in Q2 2026, its #29 holding.
  • Monetary Solutions first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,183 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.