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

Monograph 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	$3.18M	Buy	39,416 +5,360	+16%	+$416K	0.26%	36
2026 Q1	$2.45M	Buy	34,056 +528	+2%	+$39.2K	0.23%	37
2025 Q4	$2.43M	Hold	33,528	–	–	0.24%	36
2025 Q3	$2.47M	Buy	33,528 +1,220	+4%	+$87.6K	0.25%	36
2025 Q2	$2.27M	Buy	32,308 +2,940	+10%	+$193K	0.28%	34
2025 Q1	$1.9M	Hold	29,368	–	–	0.26%	36
2024 Q4	$1.94M	Buy	29,368 +1,416	+5%	+$96.1K	0.26%	35
2024 Q3	$1.84M	Buy	27,952 +56	+0.2%	+$3.52K	0.24%	37
2024 Q2	$1.69M	Buy	27,896 +10,188	+58%	+$619K	0.25%	36
2024 Q1	$1.11M	Buy	+17,708	New	+$1.05M	0.16%	51

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

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

Monograph Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 16% in Q2 2026, buying an estimated $416K and bringing the position to 39,416 shares worth $3.18M. The position accounts for 0.26% of the portfolio, ranked #36.

Monograph Wealth Advisors first reported a position in VO in Q1 2024 and has held it in 10 quarters since. 2,485 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Monograph Wealth Advisors held 39,416 shares of Vanguard Morningstar Mid-Cap ETF worth $3.18M as of Q2 2026.
Monograph Wealth Advisors bought 5,360 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $416K.
Vanguard Morningstar Mid-Cap ETF made up 0.26% of Monograph Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Monograph Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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