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

Monument Group 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	$265K	Sell	843 -2,581	-75%	-$200K	0.13%	37
2026 Q1	$246K	Sell	3,424 -176	-5%	-$13.1K	0.14%	37
2025 Q4	$261K	Buy	3,600 +184	+5%	+$13.4K	0.14%	38
2025 Q3	$251K	Buy	3,416 +4	+0.1%	+$287	0.15%	38
2025 Q2	$239K	Sell	3,412 -1,356	-28%	-$89K	0.15%	47
2025 Q1	$308K	Buy	+4,768	New	+$320K	0.21%	35

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

Monument Group Wealth Advisors's VO Position: Q2 2026 in Review

Monument Group Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 75% in Q2 2026, selling an estimated $200K and leaving 843 shares worth $265K. The position accounts for 0.13% of the portfolio, ranked #37.

Monument Group Wealth Advisors first reported a position in VO in Q1 2025 and has held it in 6 quarters since. The position peaked at $308K in Q1 2025. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Monument Group Wealth Advisors held 843 shares of Vanguard Morningstar Mid-Cap ETF worth $265K as of Q2 2026.
Monument Group Wealth Advisors sold 2,581 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $200K.
Vanguard Morningstar Mid-Cap ETF made up 0.13% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #37 holding.
Monument Group Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Monument Group Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $308K in Q1 2025.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.